@zeniai/client-epic-state 5.1.50 → 5.1.51-beta1RR
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/amount.d.ts +0 -1
- package/lib/commonStateTypes/amount.js +1 -9
- package/lib/commonStateTypes/workingDayHelper.d.ts +3 -4
- package/lib/commonStateTypes/workingDayHelper.js +3 -4
- package/lib/entity/tenant/clearAllEpic.d.ts +1 -3
- package/lib/entity/tenant/clearAllEpic.js +0 -4
- package/lib/epic.d.ts +1 -7
- package/lib/epic.js +1 -7
- package/lib/esm/commonStateTypes/amount.js +0 -7
- package/lib/esm/commonStateTypes/workingDayHelper.js +3 -4
- package/lib/esm/entity/tenant/clearAllEpic.js +0 -4
- package/lib/esm/epic.js +1 -7
- package/lib/esm/index.js +0 -5
- package/lib/esm/reducer.js +0 -6
- package/lib/esm/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +2 -22
- package/lib/esm/view/transactionDetail/epics/markTransactionAsNotMiscategorizedEpic.js +89 -39
- package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js +57 -64
- package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js +4 -1
- package/lib/esm/view/transactionDetail/transactionDetailReducer.js +2 -1
- package/lib/index.d.ts +1 -10
- package/lib/index.js +1 -20
- package/lib/reducer.d.ts +0 -6
- package/lib/reducer.js +0 -6
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.d.ts +1 -8
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesSelector.js +1 -21
- package/lib/view/spendManagement/autotransferRules/autoTransferRulesState.d.ts +0 -22
- package/lib/view/transactionDetail/epics/markTransactionAsNotMiscategorizedEpic.js +88 -38
- package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +55 -62
- package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +4 -1
- package/lib/view/transactionDetail/transactionDetailReducer.d.ts +2 -1
- package/lib/view/transactionDetail/transactionDetailReducer.js +2 -1
- package/lib/zeniAPI.d.ts +0 -1
- package/package.json +1 -1
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -29
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -78
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -49
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -47
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -32
- package/lib/esm/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -32
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -54
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -92
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -212
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -10
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -23
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -36
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -27
- package/lib/esm/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -28
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.d.ts +0 -47
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowPayload.js +0 -34
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.d.ts +0 -23
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer.js +0 -82
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.d.ts +0 -40
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector.js +0 -53
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.d.ts +0 -37
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState.js +0 -53
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.d.ts +0 -14
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/fetchCashManagementSettingsEpic.js +0 -36
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.d.ts +0 -7
- package/lib/view/spendManagement/cashManagement/autoSweepFlow/epics/saveAutoSweepSettingsEpic.js +0 -36
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.d.ts +0 -56
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewPayload.js +0 -60
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.d.ts +0 -22
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer.js +0 -96
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.d.ts +0 -59
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector.js +0 -217
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.d.ts +0 -122
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState.js +0 -13
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.d.ts +0 -7
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementBannerEpic.js +0 -27
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.d.ts +0 -9
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementOverviewPageEpic.js +0 -40
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.d.ts +0 -7
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchCashManagementRecommendationEpic.js +0 -31
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.d.ts +0 -15
- package/lib/view/spendManagement/cashManagement/cashManagementOverview/epics/fetchRecentTransferEpic.js +0 -32
package/lib/index.js
CHANGED
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@@ -76,7 +76,7 @@ exports.toAiCfoVisualizationType = exports.ALL_INTERACTIVE_FORM_TYPES = exports.
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exports.getPolicyRecommendationFromUploadError = exports.getPolicyRecommendationFromUploadChatSessionId = exports.getPolicyRecommendationFromUploadAnswerId = exports.getPolicyDocumentExtractionFetchState = exports.getPolicyDocumentExtractionError = exports.getExtractedCardPolicyRules = exports.getCardPolicyVendorSearchString = exports.getCardPolicyVendorSearchOptions = exports.getCardPolicyVendorSearchFetchState = exports.getCardPolicyTemplatesByIds = exports.getCardPolicyTemplateById = exports.getCardPolicySuggestedBlockMerchants = exports.getCardPolicySuggestedBlockCategories = exports.getCardPolicySuggestedAllowMerchants = exports.getCardPolicySuggestedAllowCategories = exports.getCardPolicyStats = exports.getCardPolicyMccCategoriesFetchState = exports.getCardPolicyMccCategoriesError = exports.getCardPolicyMccCategories = exports.getAllCardPolicyTemplates = exports.clearCardPolicy = exports.updatePolicyRecommendationFromUploadSuccess = exports.updatePolicyRecommendationFromUploadFailure = exports.updatePolicyDocumentExtractionSuccess = exports.updatePolicyDocumentExtractionFailure = exports.updateCreatedCardPolicyTemplate = exports.updateCardPolicyVendorOptionsFailure = exports.updateCardPolicyVendorOptions = exports.updateCardPolicyTemplates = exports.updateCardPolicyStats = exports.updateCardPolicyMccCategoriesFailure = exports.updateCardPolicyMccCategories = exports.removeCardPolicyTemplate = exports.fetchCardPolicyVendorOptions = exports.fetchCardPolicyRecommendationFromUpload = exports.fetchCardPolicyMccCategories = exports.extractPolicyDocument = exports.clearPolicyDocumentExtraction = exports.toMessageType = exports.toMessageSender = exports.ALL_SYNTHETIC_AI_CFO_ANSWER_KINDS = exports.toInteractiveFormTypeStrict = exports.toInteractiveFormType = exports.toAiCfoAnswerResponseTypeStrict = exports.toAiCfoAnswerResponseType = exports.toAiCfoAnswerStateTypeStrict = exports.toAiCfoAnswerStateType = exports.toAiCfoChartTypeStrict = exports.toAiCfoChartType = exports.toAiCfoVisualizationTypeStrict = void 0;
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exports.applyAiCardPolicyFormDraftUpdate = exports.deriveAiPolicyReviewRowsFromInputs = exports.buildManualCardPolicyFormDraftSeed = exports.buildUploadReviewRows = exports.buildEmptyLimitRows = exports.buildAiCardPolicyFormDraftSeed = exports.toVendorChipFieldValue = exports.toMccCategoryChipFieldValue = exports.buildVendorChipId = exports.buildMccCategoryChipId = exports.VENDOR_CHIP_ID_PREFIX = exports.MCC_CHIP_ID_PREFIX = exports.toMccCategoryLike = exports.CARD_POLICY_LIMIT_ROW_ID_TRANSACTION = exports.CARD_POLICY_LIMIT_ROW_ID_REQUIRE_RECEIPT = exports.getManualCardPolicyFormDraft = exports.getLastCreatedCardPolicyTemplateIds = exports.getLastCreatedCardPolicyTemplateId = exports.getLastCreateCardPolicyTemplateErrors = exports.getLastCreateCardPolicySourceChatSessionId = exports.getCreateCardPolicyTemplateRequestState = exports.getAiCardPolicyFormDraft = exports.updateManualCardPolicyFormDraft = exports.updateCreateCardPolicyTemplateRequestState = exports.updateAiCardPolicyFormDraftFromUploadPlan = exports.updateAiCardPolicyFormDraft = exports.seedManualCardPolicyFormDraft = exports.seedAiCardPolicyFormDraft = exports.createCardPolicyTemplates = exports.clearManualCardPolicyFormDraft = exports.clearCreateCardPolicy = exports.clearAiCardPolicyFormDraft = exports.applyExtractedPolicyToManualCardPolicyDraft = exports.applyExtractedPolicyToAiCardPolicyDraft = exports.toUpdateCardPolicyTemplateRequestBody = exports.toExtractedCardPolicyRules = exports.toCreateCardPolicyTemplatesRequestBody = exports.toCreateCardPolicyTemplateRequestBody = exports.toCardPolicyVendorSearchOption = exports.toCardPolicyTemplateList = exports.toCardPolicyTemplate = exports.toCardPolicyStats = exports.toCardPolicyEditFormDraft = exports.toBulkCreateCardPolicyTemplateError = exports.toCardPolicyTemplateStatus = exports.toCardPolicyTemplateMode = exports.ALL_CARD_POLICY_TEMPLATE_STATUSES = exports.ALL_CARD_POLICY_TEMPLATE_MODES = exports.getUploadedPolicyDocumentFileName = exports.getPolicyRecommendationFromUploadFetchState = void 0;
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exports.getTransactionActivityLogView = exports.fetchTransactionActivityLog = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = exports.clearRuleUpdateLocalData = exports.updateRuleLocalData = exports.fetchAutoTransferReviewDetail = exports.fetchAutoTransferRuleHistory = exports.deleteAutoTransferRule = exports.updateAutoTransferRule = exports.createAutoTransferRule = exports.fetchAutoTransferRules = exports.getTreasuryTaxLetters = exports.fetchTreasuryTaxLetterList = exports.getTreasuryStatements = exports.fetchTreasuryStatementList = exports.getTreasuryTransferMoney = exports.clearTreasuryTransferMoney = exports.updateTreasuryTransferMoneyLocalData = exports.executeTreasuryTransferMoney = exports.getTreasuryDetail = exports.updateTreasuryTransactionListUIState = exports.fetchTreasuryTransactionList = exports.fetchTreasuryOverviewDetail = exports.getUpdateCardPolicyFetchState = exports.getCardPolicyFormDraft = exports.getCardPolicyDetailView = exports.getCardPolicyDetailFetchState = exports.updateCardPolicyFormDraft = exports.updateCardPolicyFetchStatus = exports.updateCardPolicyDetailFetchStatus = exports.updateCardPolicy = exports.fetchCardPolicyDetail = exports.clearCardPolicyDetail = exports.getCardPolicyTemplateIds = exports.getCardPolicyListView = exports.getCardPolicyListFetchState = exports.getArchiveCardPolicyFetchState = exports.updateCardPolicyListFetchStatus = exports.updateArchiveCardPolicyFetchStatus = exports.prependCardPolicyTemplateIds = exports.fetchCardPolicyList = exports.clearCardPolicyList = exports.archiveCardPolicy = exports.toManualCardPolicyTemplateRequestFromDraft = exports.toBulkCardPolicyTemplateRequestsFromDraft = exports.toCardPolicyTemplateRequestFromDraft = void 0;
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exports.
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exports.toKycProvidedDocumentTypeFromAllowed = exports.toKycProvidedDocumentType = exports.DEFAULT_SESSION_CONFIG = exports.SessionManager = void 0;
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const allowedValue_1 = require("./commonStateTypes/allowedValue");
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Object.defineProperty(exports, "isAllowedValueWithCode", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithCode; } });
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Object.defineProperty(exports, "isAllowedValueWithID", { enumerable: true, get: function () { return allowedValue_1.isAllowedValueWithID; } });
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@@ -2595,22 +2595,3 @@ Object.defineProperty(exports, "DEFAULT_SESSION_CONFIG", { enumerable: true, get
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var kycKybAutofill_1 = require("./view/spendManagement/commonSetup/types/kycKybAutofill");
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Object.defineProperty(exports, "toKycProvidedDocumentType", { enumerable: true, get: function () { return kycKybAutofill_1.toKycProvidedDocumentType; } });
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Object.defineProperty(exports, "toKycProvidedDocumentTypeFromAllowed", { enumerable: true, get: function () { return kycKybAutofill_1.toKycProvidedDocumentTypeFromAllowed; } });
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var cashManagementOverviewReducer_1 = require("./view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer");
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Object.defineProperty(exports, "fetchCashManagementBanner", { enumerable: true, get: function () { return cashManagementOverviewReducer_1.fetchCashManagementBanner; } });
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Object.defineProperty(exports, "fetchCashManagementOverviewPage", { enumerable: true, get: function () { return cashManagementOverviewReducer_1.fetchCashManagementOverviewPage; } });
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var autoSweepFlowReducer_1 = require("./view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer");
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Object.defineProperty(exports, "clearAutoSweepFlow", { enumerable: true, get: function () { return autoSweepFlowReducer_1.clearAutoSweepFlow; } });
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Object.defineProperty(exports, "saveAutoSweepSettings", { enumerable: true, get: function () { return autoSweepFlowReducer_1.saveAutoSweepSettings; } });
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Object.defineProperty(exports, "updateAutoSweepDraft", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateAutoSweepDraft; } });
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Object.defineProperty(exports, "updateAutoSweepRisk", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateAutoSweepRisk; } });
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Object.defineProperty(exports, "updateAutoSweepSettingsFetchStatus", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateAutoSweepSettingsFetchStatus; } });
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Object.defineProperty(exports, "updateCashManagementSettings", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateCashManagementSettings; } });
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Object.defineProperty(exports, "updateCashManagementSettingsFetchStatus", { enumerable: true, get: function () { return autoSweepFlowReducer_1.updateCashManagementSettingsFetchStatus; } });
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var autoSweepFlowSelector_1 = require("./view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowSelector");
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Object.defineProperty(exports, "getAutoSweepFlow", { enumerable: true, get: function () { return autoSweepFlowSelector_1.getAutoSweepFlow; } });
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var autoSweepFlowState_1 = require("./view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState");
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Object.defineProperty(exports, "RISK_BUFFER_AMOUNT", { enumerable: true, get: function () { return autoSweepFlowState_1.RISK_BUFFER_AMOUNT; } });
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Object.defineProperty(exports, "bufferAmountToRisk", { enumerable: true, get: function () { return autoSweepFlowState_1.bufferAmountToRisk; } });
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var cashManagementOverviewSelector_1 = require("./view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewSelector");
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Object.defineProperty(exports, "getCashManagementOverview", { enumerable: true, get: function () { return cashManagementOverviewSelector_1.getCashManagementOverview; } });
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Object.defineProperty(exports, "getCashManagementOverviewBanner", { enumerable: true, get: function () { return cashManagementOverviewSelector_1.getCashManagementOverviewBanner; } });
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package/lib/reducer.d.ts
CHANGED
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@@ -157,8 +157,6 @@ import { InternationalWireVerificationState } from './view/spendManagement/billP
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import { MagicLinkViewState } from './view/spendManagement/billPay/magicLinkView/magicLinkViewState';
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import { PreviousBillsState } from './view/spendManagement/billPay/previousBills/previousBillsState';
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import { WiseRedirectState } from './view/spendManagement/billPay/wiseRedirectView/wiseRedirectState';
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import { AutoSweepFlowState } from './view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowState';
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import { CashManagementOverviewState } from './view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewState';
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import { CardPolicyDetailState } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailState';
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import { CardPolicyListState } from './view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListState';
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import { CreateCardPolicyState } from './view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyState';
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arAgingState: ArAgingState;
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auditReportViewState: AuditReportViewState;
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authenticationViewState: AuthenticationViewState;
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autoSweepFlowState: AutoSweepFlowState;
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autotransferRulesState: AutoTransferRulesState;
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balanceSheetState: BalanceSheetState;
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bankAccountViewState: BankAccountViewState;
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cashBalanceState: CashBalanceState;
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cashFlowState: CashFlowState;
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cashInCashOutState: CashInCashOutState;
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cashManagementOverviewState: CashManagementOverviewState;
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cashPositionState: CashPositionState;
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chargeCardConfigState: ChargeCardConfigState;
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chargeCardDetailState: ChargeCardDetailState;
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arAgingState: ArAgingState;
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auditReportViewState: AuditReportViewState;
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authenticationViewState: AuthenticationViewState;
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autoSweepFlowState: AutoSweepFlowState;
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autotransferRulesState: AutoTransferRulesState;
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balanceSheetState: BalanceSheetState;
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bankAccountViewState: BankAccountViewState;
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cashBalanceState: CashBalanceState;
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cashFlowState: CashFlowState;
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cashInCashOutState: CashInCashOutState;
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cashManagementOverviewState: CashManagementOverviewState;
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cashPositionState: CashPositionState;
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chargeCardConfigState: ChargeCardConfigState;
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chargeCardDetailState: ChargeCardDetailState;
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package/lib/reducer.js
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@@ -198,8 +198,6 @@ const internationalWireVerificationReducer_1 = __importStar(require("./view/spen
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const magicLinkViewReducer_1 = __importStar(require("./view/spendManagement/billPay/magicLinkView/magicLinkViewReducer"));
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const previousBillsReducer_1 = __importStar(require("./view/spendManagement/billPay/previousBills/previousBillsReducer"));
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const wiseRedirectReducer_1 = __importStar(require("./view/spendManagement/billPay/wiseRedirectView/wiseRedirectReducer"));
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const autoSweepFlowReducer_1 = __importStar(require("./view/spendManagement/cashManagement/autoSweepFlow/autoSweepFlowReducer"));
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const cashManagementOverviewReducer_1 = __importStar(require("./view/spendManagement/cashManagement/cashManagementOverview/cashManagementOverviewReducer"));
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const cardPolicyDetailReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyDetail/cardPolicyDetailReducer"));
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const cardPolicyListReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/cardPolicyList/cardPolicyListReducer"));
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const createCardPolicyReducer_1 = __importStar(require("./view/spendManagement/chargeCards/cardPolicy/createCardPolicy/createCardPolicyReducer"));
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arAgingState: arAgingReducer_1.initialState,
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auditReportViewState: auditReportViewReducer_1.initialState,
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authenticationViewState: authenticationViewReducer_1.initialState,
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autoSweepFlowState: autoSweepFlowReducer_1.initialState,
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autotransferRulesState: autoTransferRulesReducer_1.initialState,
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balanceSheetState: balanceSheetReducer_1.initialState,
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bankAccountViewState: bankAccountViewReducer_1.initialState,
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cashBalanceState: cashBalanceReducer_1.initialState,
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cashFlowState: cashFlowReducer_1.initialState,
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cashInCashOutState: cashInCashOutReducer_1.initialState,
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cashManagementOverviewState: cashManagementOverviewReducer_1.initialState,
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cashPositionState: cashPositionReducer_1.initialState,
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chargeCardConfigState: chargeCardConfigReducer_1.initialState,
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chargeCardDetailState: chargeCardDetailReducer_1.initialState,
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@@ -598,7 +594,6 @@ const viewReducers = {
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arAgingState: arAgingReducer_1.default,
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auditReportViewState: auditReportViewReducer_1.default,
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authenticationViewState: authenticationViewReducer_1.default,
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autoSweepFlowState: autoSweepFlowReducer_1.default,
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autotransferRulesState: autoTransferRulesReducer_1.default,
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balanceSheetState: balanceSheetReducer_1.default,
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bankAccountViewState: bankAccountViewReducer_1.default,
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@@ -618,7 +613,6 @@ const viewReducers = {
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cashBalanceState: cashBalanceReducer_1.default,
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cashFlowState: cashFlowReducer_1.default,
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620
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cashInCashOutState: cashInCashOutReducer_1.default,
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621
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cashManagementOverviewState: cashManagementOverviewReducer_1.default,
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622
616
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cashPositionState: cashPositionReducer_1.default,
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chargeCardConfigState: chargeCardConfigReducer_1.default,
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chargeCardDetailState: chargeCardDetailReducer_1.default,
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@@ -6,7 +6,7 @@ import { FundingAccount } from '../commonSetup/setupViewSelector';
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6
6
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import { TreasuryAccount } from '../treasury/treasuryTransferMoney/treasuryTransferMoneyState';
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7
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import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
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import { AutoTransferRuleLocalData } from './autoTransferRulesPayload';
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-
import { AutoTransferRule
|
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+
import { AutoTransferRule } from './autoTransferRulesState';
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export interface AutoTransferRulesSelectorView extends SelectorView {
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autoTransferReviewDetail: ReviewTransferDetail;
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createRuleFetchState: FetchStateAndError;
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@@ -17,13 +17,6 @@ export interface AutoTransferRulesSelectorView extends SelectorView {
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transferMoneyParties: FundingAccount[];
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transferMoneyPartiesFetchState: FetchState;
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treasuryAccount: TreasuryAccount;
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/**
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* The user's saved auto-sweep cash-management config, surfaced here so the
|
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* rules list page can render it alongside the auto-transfer rules.
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* `undefined` when the user hasn't saved auto-sweep settings yet
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* (i.e. `autoSweepFlowState.settingsId == null`).
|
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*/
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cashManagementRule?: CashManagementRule;
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ruleHistory?: Record<string, CommonHistoryView>;
|
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}
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export declare const getAutoTransferRules: (state: RootState) => AutoTransferRulesSelectorView;
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@@ -6,30 +6,11 @@ Object.defineProperty(exports, "__esModule", { value: true });
|
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6
6
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exports.getAutoTransferRuleHistory = exports.getAutoTransferRuleById = exports.getAutoTransferRules = void 0;
|
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7
7
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const get_1 = __importDefault(require("lodash/get"));
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8
8
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const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
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const depositAccountSelector_1 = require("../../../entity/depositAccount/depositAccountSelector");
|
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const setupViewSelector_1 = require("../commonSetup/setupViewSelector");
|
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const depositAccountListSelector_1 = require("../zeniAccounts/depositAccountList/depositAccountListSelector");
|
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const paymentAccountListSelector_1 = require("../zeniAccounts/paymentAccountList/paymentAccountListSelector");
|
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-
const buildCashManagementRule = (autoSweepFlowState, depositAccountState, treasuryDetailState) => {
|
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const { settingsId, bufferAmount, frequency, memo, primaryFundingAccountId, nextTransferDate, } = autoSweepFlowState;
|
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|
-
if (settingsId == null || primaryFundingAccountId == null) {
|
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return undefined;
|
|
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}
|
|
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|
-
const depositAccount = (0, depositAccountSelector_1.getDepositAccountByDepositAccountId)(depositAccountState, primaryFundingAccountId);
|
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return {
|
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bufferAmount,
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frequency,
|
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memo,
|
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settingsId,
|
|
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|
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primaryFundingAccount: depositAccount != null
|
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? (0, setupViewSelector_1.mapDepositAccToFundingAccount)(depositAccount)
|
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: undefined,
|
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-
treasurySummary: treasuryDetailState.accountSummary,
|
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nextTransferDate,
|
|
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-
};
|
|
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|
-
};
|
|
31
12
|
const getAutoTransferRules = (state) => {
|
|
32
|
-
const { autotransferRulesState,
|
|
13
|
+
const { autotransferRulesState, depositAccountState, paymentAccountState, depositAccountListState, paymentAccountListState, treasuryDetailState, } = state;
|
|
33
14
|
const { rules, error, historyByRuleId, ruleUpdateLocalData, ruleUpdateStatusById, ruleDeleteStatusById, createRuleFetchState, autoTransferReviewDetail, } = autotransferRulesState;
|
|
34
15
|
const depositAccountsView = (0, depositAccountListSelector_1.getAllDepositAccounts)(depositAccountState, depositAccountListState);
|
|
35
16
|
const paymentAccountsView = (0, paymentAccountListSelector_1.getAllPaymentAccounts)(paymentAccountState, paymentAccountListState);
|
|
@@ -64,7 +45,6 @@ const getAutoTransferRules = (state) => {
|
|
|
64
45
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transferMoneyParties,
|
|
65
46
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transferMoneyPartiesFetchState,
|
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66
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|
createRuleFetchState,
|
|
67
|
-
cashManagementRule: buildCashManagementRule(autoSweepFlowState, depositAccountState, treasuryDetailState),
|
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68
48
|
fetchState,
|
|
69
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|
error,
|
|
70
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|
version: 0,
|
|
@@ -1,10 +1,6 @@
|
|
|
1
|
-
import { Amount } from '../../../commonStateTypes/amount';
|
|
2
1
|
import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
|
|
3
2
|
import { ZeniDate } from '../../../zeniDayJS';
|
|
4
|
-
import { AutoSweepFrequency } from '../cashManagement/autoSweepFlow/autoSweepFlowState';
|
|
5
3
|
import { CommonHistoryView } from '../commonHistoryView/commonHistory';
|
|
6
|
-
import { FundingAccount } from '../commonSetup/setupViewSelector';
|
|
7
|
-
import { TreasurySummaryWithBalance } from '../treasury/treasuryList/treasuryDetailState';
|
|
8
4
|
import { ReviewTransferDetail } from '../zeniAccounts/transferDetail/transferDetailState';
|
|
9
5
|
import { AutoTransferRuleFrequency, AutoTransferRuleLocalData, AutoTransferRuleType } from './autoTransferRulesPayload';
|
|
10
6
|
export interface AutoTransferRule {
|
|
@@ -31,24 +27,6 @@ export interface DestinationBankAccountMetadata {
|
|
|
31
27
|
accountType: string;
|
|
32
28
|
percentage: number;
|
|
33
29
|
}
|
|
34
|
-
/**
|
|
35
|
-
* Render-ready view of the user's auto-sweep cash-management config,
|
|
36
|
-
* surfaced alongside `AutoTransferRule[]` in `AutoTransferRulesSelectorView`.
|
|
37
|
-
* Kept as a distinct shape (not folded into `AutoTransferRule`) so the rules
|
|
38
|
-
* list can special-case its rendering without polluting the rule type union.
|
|
39
|
-
*
|
|
40
|
-
* Present only when `autoSweepFlowState.settingsId` is set — i.e. the user
|
|
41
|
-
* has saved their auto-sweep settings at least once.
|
|
42
|
-
*/
|
|
43
|
-
export interface CashManagementRule {
|
|
44
|
-
bufferAmount: Amount;
|
|
45
|
-
frequency: AutoSweepFrequency;
|
|
46
|
-
memo: string;
|
|
47
|
-
settingsId: ID;
|
|
48
|
-
nextTransferDate?: ZeniDate;
|
|
49
|
-
primaryFundingAccount?: FundingAccount;
|
|
50
|
-
treasurySummary?: TreasurySummaryWithBalance;
|
|
51
|
-
}
|
|
52
30
|
export interface AutoTransferRulesState extends FetchedState {
|
|
53
31
|
autoTransferReviewDetail: ReviewTransferDetail;
|
|
54
32
|
createRuleFetchState: FetchStateAndError;
|
|
@@ -7,11 +7,99 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
|
|
|
7
7
|
const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
|
|
8
8
|
const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
|
|
9
9
|
const transactionReducer_1 = require("../../../entity/transaction/transactionReducer");
|
|
10
|
+
const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
|
|
10
11
|
const responsePayload_1 = require("../../../responsePayload");
|
|
11
12
|
const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
|
|
12
13
|
const transactionDetailReducer_1 = require("../transactionDetailReducer");
|
|
13
14
|
const transactionDetailState_1 = require("../transactionDetailState");
|
|
14
15
|
const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.markTransactionAsNotMiscategorized.match), (0, operators_1.mergeMap)((action) => {
|
|
16
|
+
if (action.payload.isExpenseAutomationEnabled === true) {
|
|
17
|
+
const transactionKey = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
|
|
18
|
+
const transaction = (0, transactionSelector_1.getSupportedTransactionById)(state$.value.transactionState, transactionKey);
|
|
19
|
+
const lineIds = (action.payload.lineIds?.length ?? 0) > 0
|
|
20
|
+
? action.payload.lineIds
|
|
21
|
+
: (transaction?.lines ?? []).map((line) => line.id);
|
|
22
|
+
return zeniAPI
|
|
23
|
+
.putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/mark-as-reviewed`, {
|
|
24
|
+
transactions_reviewed: [
|
|
25
|
+
{
|
|
26
|
+
transaction_id: action.payload.transactionId.id,
|
|
27
|
+
line_ids: lineIds,
|
|
28
|
+
},
|
|
29
|
+
],
|
|
30
|
+
})
|
|
31
|
+
.pipe((0, operators_1.mergeMap)((response) => {
|
|
32
|
+
if ((0, responsePayload_1.isSuccessResponse)(response)) {
|
|
33
|
+
const actions = [];
|
|
34
|
+
actions.push((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Completed', undefined));
|
|
35
|
+
const txnId = action.payload.transactionId.id;
|
|
36
|
+
const reviewedFailed = response.data?.transactions_reviewed_failed ?? [];
|
|
37
|
+
const isTransactionFailed = reviewedFailed.some((t) => t.transaction_id === txnId);
|
|
38
|
+
if (!isTransactionFailed) {
|
|
39
|
+
actions.push((0, transactionReducer_1.updateTransactionIsMiscategorized)(transactionKey, false));
|
|
40
|
+
const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
|
|
41
|
+
const { transactionCategorizationView, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
|
|
42
|
+
const currentTenantId = (0, tenantSelector_1.getCurrentTenant)(state$.value)?.tenantId;
|
|
43
|
+
const { selectedPeriodByTenantId } = expenseAutomationViewState;
|
|
44
|
+
const selectedPeriod = currentTenantId != null
|
|
45
|
+
? selectedPeriodByTenantId[currentTenantId]
|
|
46
|
+
: undefined;
|
|
47
|
+
const autoTabLineItems = transactionCategorizationView.autoCategorized
|
|
48
|
+
.transactionReviewLocalDataById[txnId]
|
|
49
|
+
?.transactionReviewLocalData.tabSpecificLineItems
|
|
50
|
+
?.autoCategorized ?? [];
|
|
51
|
+
const hasAutoLines = autoTabLineItems.length > 0;
|
|
52
|
+
const { uiState } = transactionCategorizationView[selectedTransactionCategorizationTab];
|
|
53
|
+
const removeIdsFromPeriod = selectedTransactionCategorizationTab === 'review'
|
|
54
|
+
? [txnId]
|
|
55
|
+
: hasAutoLines
|
|
56
|
+
? []
|
|
57
|
+
: [txnId];
|
|
58
|
+
if (selectedPeriod != null) {
|
|
59
|
+
actions.push((0, transactionsViewReducer_1.updateStatusForTransactionNotMiscategorizedUpdateForCategorization)(selectedTransactionCategorizationTab, [txnId], removeIdsFromPeriod, selectedPeriod, 'Completed'));
|
|
60
|
+
}
|
|
61
|
+
if (!hasAutoLines) {
|
|
62
|
+
actions.push((0, transactionReducer_1.removeTransactionCategorization)({
|
|
63
|
+
transactionIds: [txnId],
|
|
64
|
+
}));
|
|
65
|
+
}
|
|
66
|
+
if (removeIdsFromPeriod.length > 0 &&
|
|
67
|
+
selectedPeriod != null) {
|
|
68
|
+
const totalCountByPeriod = uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)];
|
|
69
|
+
const safeTotalCount = totalCountByPeriod ?? 0;
|
|
70
|
+
const updatedTotalCount = Math.max(0, safeTotalCount - 1);
|
|
71
|
+
actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
|
|
72
|
+
selectedPeriod,
|
|
73
|
+
selectedTab: selectedTransactionCategorizationTab,
|
|
74
|
+
totalCount: updatedTotalCount,
|
|
75
|
+
}));
|
|
76
|
+
}
|
|
77
|
+
}
|
|
78
|
+
actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
|
|
79
|
+
transactionId: action.payload.transactionId,
|
|
80
|
+
fetchState: 'Completed',
|
|
81
|
+
}));
|
|
82
|
+
if (action.payload.transactionSaveUpdates.anyBulkUpdates === true) {
|
|
83
|
+
actions.push((0, snackbarReducer_1.openSnackbar)({
|
|
84
|
+
messageSection: 'transactionDetails_updatingPastTransactions',
|
|
85
|
+
messageText: 'success',
|
|
86
|
+
type: 'success',
|
|
87
|
+
}));
|
|
88
|
+
}
|
|
89
|
+
else {
|
|
90
|
+
actions.push((0, snackbarReducer_1.openSnackbar)({
|
|
91
|
+
messageSection: 'transactionDetails_transactionUpdated',
|
|
92
|
+
messageText: 'success',
|
|
93
|
+
type: 'success',
|
|
94
|
+
}));
|
|
95
|
+
}
|
|
96
|
+
return (0, rxjs_1.from)(actions);
|
|
97
|
+
}
|
|
98
|
+
else {
|
|
99
|
+
return (0, rxjs_1.of)((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Error', response.status));
|
|
100
|
+
}
|
|
101
|
+
}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Error', (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', `Transaction mark as reviewed REST API call errored out ${error}`)))));
|
|
102
|
+
}
|
|
15
103
|
return zeniAPI
|
|
16
104
|
.putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/mark-miscategorized-as-correct`, preparePayload(action.payload.transactionId))
|
|
17
105
|
.pipe((0, operators_1.mergeMap)((response) => {
|
|
@@ -19,44 +107,7 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
|
|
|
19
107
|
const actions = [];
|
|
20
108
|
actions.push((0, transactionDetailReducer_1.updateStatusForTransactionNotMiscategorizedUpdate)(action.payload.transactionId, 'Completed', undefined));
|
|
21
109
|
const transactionKey = (0, transactionDetailState_1.getTransactionDetailKey)(action.payload.transactionId);
|
|
22
|
-
// Mark this transaction as not miscategorized anymore
|
|
23
110
|
actions.push((0, transactionReducer_1.updateTransactionIsMiscategorized)(transactionKey, false));
|
|
24
|
-
if (action.payload.isExpenseAutomationEnabled === true) {
|
|
25
|
-
const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
|
|
26
|
-
const { transactionCategorizationView, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
|
|
27
|
-
const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
|
|
28
|
-
const { selectedPeriodByTenantId } = expenseAutomationViewState;
|
|
29
|
-
const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
|
|
30
|
-
const txnId = action.payload.transactionId.id;
|
|
31
|
-
const autoTabLineItems = transactionCategorizationView.autoCategorized
|
|
32
|
-
.transactionReviewLocalDataById[txnId]
|
|
33
|
-
?.transactionReviewLocalData.tabSpecificLineItems
|
|
34
|
-
.autoCategorized ?? [];
|
|
35
|
-
const hasAutoLines = autoTabLineItems.length > 0;
|
|
36
|
-
const { uiState } = transactionCategorizationView[selectedTransactionCategorizationTab];
|
|
37
|
-
const removeIdsFromPeriod = selectedTransactionCategorizationTab === 'review'
|
|
38
|
-
? [txnId]
|
|
39
|
-
: hasAutoLines
|
|
40
|
-
? []
|
|
41
|
-
: [txnId];
|
|
42
|
-
actions.push((0, transactionsViewReducer_1.updateStatusForTransactionNotMiscategorizedUpdateForCategorization)(selectedTransactionCategorizationTab, [txnId], removeIdsFromPeriod, selectedPeriod, 'Completed'));
|
|
43
|
-
if (!hasAutoLines) {
|
|
44
|
-
actions.push((0, transactionReducer_1.removeTransactionCategorization)({
|
|
45
|
-
transactionIds: [txnId],
|
|
46
|
-
}));
|
|
47
|
-
}
|
|
48
|
-
if (removeIdsFromPeriod.length > 0) {
|
|
49
|
-
const totalCountByPeriod = uiState.totalCount[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)];
|
|
50
|
-
const updatedTotalCount = totalCountByPeriod === 0
|
|
51
|
-
? totalCountByPeriod
|
|
52
|
-
: totalCountByPeriod - 1;
|
|
53
|
-
actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
|
|
54
|
-
selectedPeriod,
|
|
55
|
-
selectedTab: selectedTransactionCategorizationTab,
|
|
56
|
-
totalCount: updatedTotalCount,
|
|
57
|
-
}));
|
|
58
|
-
}
|
|
59
|
-
}
|
|
60
111
|
actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
|
|
61
112
|
transactionId: action.payload.transactionId,
|
|
62
113
|
fetchState: 'Completed',
|
|
@@ -69,7 +120,6 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
|
|
|
69
120
|
}));
|
|
70
121
|
}
|
|
71
122
|
else {
|
|
72
|
-
//Finally everything done for this transaction
|
|
73
123
|
actions.push((0, snackbarReducer_1.openSnackbar)({
|
|
74
124
|
messageSection: 'transactionDetails_transactionUpdated',
|
|
75
125
|
messageText: 'success',
|
|
@@ -9,6 +9,7 @@ const rxjs_1 = require("rxjs");
|
|
|
9
9
|
const operators_1 = require("rxjs/operators");
|
|
10
10
|
const recommendationPayload_1 = require("../../../commonPayloadTypes/recommendationPayload");
|
|
11
11
|
const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
|
|
12
|
+
const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
|
|
12
13
|
const customerTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/customerTransactionPayload");
|
|
13
14
|
const otherTransactionPayload_1 = require("../../../entity/transaction/payloadTypes/otherTransactionPayload");
|
|
14
15
|
const transactionIDPayload_1 = require("../../../entity/transaction/payloadTypes/transactionIDPayload");
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@@ -25,13 +26,12 @@ const transactionSelector_1 = require("../../../entity/transaction/transactionSe
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const vendorReducer_1 = require("../../../entity/vendor/vendorReducer");
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const vendorSelector_1 = require("../../../entity/vendor/vendorSelector");
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const responsePayload_1 = require("../../../responsePayload");
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const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
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const accountListSelector_1 = require("../../accountList/accountListSelector");
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const transactionCategorizationLocalDataHelper_1 = require("../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper");
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const transactionsViewReducer_1 = require("../../expenseAutomationView/reducers/transactionsViewReducer");
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const transactionDetailLocalDataHelper_1 = require("../transactionDetailLocalDataHelper");
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const transactionDetailReducer_1 = require("../transactionDetailReducer");
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const transactionDetailState_1 = require("../transactionDetailState");
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const saveTransactionHelper_1 = require("./saveTransactionHelper");
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const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionDetailReducer_1.updateTransactionDetail.match), (0, operators_1.mergeMap)((action) => {
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const { transactionState, vendorState, transactionDetailState } = state$.value;
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const isAccountingProjectsEnabled = (0, tenantSelector_1.getIsAccountingProjectsEnabled)(state$.value);
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@@ -42,24 +42,6 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
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if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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const transactionIdResp = (0, transactionIDPayload_1.toTransactionID)(response.data.transaction);
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const transactionDetailKeyForResponse = (0, transactionDetailState_1.getTransactionDetailKey)(transactionIdResp);
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const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, undefined);
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const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
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let vendorUpdates = undefined;
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if (tranVendorUpdates?.qboId != null) {
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const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
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if (vendor != null) {
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vendorUpdates = {
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id: vendor?.qboId,
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name: vendor?.name,
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};
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}
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else if (tranVendorUpdates.name != null) {
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vendorUpdates = {
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id: tranVendorUpdates.qboId,
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name: tranVendorUpdates.name,
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};
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}
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}
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const actions = [];
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if (response.data.vendors != null) {
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actions.push((0, vendorReducer_1.updateVendors)(response.data.vendors, 'merge'));
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@@ -72,30 +54,14 @@ const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe
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vendorId: response.data.vendors?.[0]?.vendor_id,
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}));
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actions.push((0, transactionDetailReducer_1.updateTransactionDetailSaveStatus)(transactionIdResp, 'Completed'));
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let callMarkTransactionAsNotMiscategorized = true;
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// NOTE: If tran is vendorType OR JE OR Deposit transaction and there is no vendor chosen on this tranaction while saving,
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// then we need to skip mark-miscategorized-as-correct api call
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if ((0, transactionType_1.toVendorTransactionTypeStrict)(response.data.transaction.transaction_type) != null ||
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(0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null) {
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const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
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const isAnyClassMissing = isAccountingClassesEnabled &&
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checkIfClassMissingForAnyLineItem(response.data.transaction);
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const isVendorOrCustomerMissingInAnyLine = (0, transactionType_1.toJEAndDepositTransactionTypeStrict)(response.data.transaction.transaction_type) != null &&
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checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
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if ((vendorUpdates?.id == null &&
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isVendorOrCustomerMissingInAnyLine == true) ||
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isAnyClassMissing == true) {
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callMarkTransactionAsNotMiscategorized = false;
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}
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}
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const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
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const transaction = (0, toSupportedTransaction_1.default)(response.data.transaction);
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const
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const isAccountingClassesEnabled = (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value);
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const eligibleLineIds = getLineIdsEligibleForReview(transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled, action.payload.isExpenseAutomationEnabled);
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if (action.payload.transactionSaveUpdates.markAsMiscatUpdates ===
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true &&
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actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled));
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eligibleLineIds.length > 0) {
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actions.push((0, transactionDetailReducer_1.markTransactionAsNotMiscategorized)(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled, eligibleLineIds));
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}
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else {
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actions.push((0, transactionDetailReducer_1.updateStatusConsolidatedSaveTransactionDetail)({
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@@ -307,31 +273,58 @@ const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, isA
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return (0, transactionPayload_1.injectCOTFlagsIntoTransactionPayload)(basePayload, transaction);
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};
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exports.toTransactionUpdatePayload = toTransactionUpdatePayload;
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const
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const getLineIdsEligibleForReview = (transaction, uncategorizedIncomeExpense, isAccountingClassesEnabled, isExpenseAutomationEnabled) => {
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// For non-EA, any line missing a required field (class when enabled, or entity on JE/Deposit)
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// suppresses the entire call. EA keeps the per-line model, returning only eligible line IDs.
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if (!isExpenseAutomationEnabled) {
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const isApplicableType = (0, vendorTransaction_1.isVendorTransaction)(transaction) ||
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(0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null;
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if (isApplicableType) {
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const lines = (transaction.lines ?? []).filter((line) => line.type === 'transaction_with_account_and_class_line' ||
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line.type === 'journal_entry_transaction_line' ||
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line.type === 'transaction_with_product_or_service_line');
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if (isAccountingClassesEnabled) {
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const anyLineMissingClass = lines.some((line) => (line.class?.classId ??
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'') === '');
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if (anyLineMissingClass) {
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return [];
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}
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}
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if (line.line_detail
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?.vendor == null &&
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line.line_detail
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?.customer == null) {
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isAnyVendorOrCustomerMissing = true;
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if ((0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null) {
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const anyLineMissingEntity = lines.some((line) => {
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const tl = line;
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return tl.vendor == null && tl.customer == null;
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});
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if (anyLineMissingEntity) {
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return [];
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}
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}
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}
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}
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}
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return
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return (transaction.lines ?? [])
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.filter((line) => {
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if (line.type !== 'transaction_with_account_and_class_line' &&
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line.type !== 'journal_entry_transaction_line' &&
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line.type !== 'transaction_with_product_or_service_line') {
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return false;
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}
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const typedLine = line;
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const hasCategory = !(0, transactionDetailLocalDataHelper_1.isAccountUncategorized)(uncategorizedIncomeExpense, typedLine.account?.qboId);
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// class is always a ClassBase object (never null) because the payload mapper
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// calls mapClassBasePayloadToClassBase(payload ?? {}) which returns {} with classId:''.
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// A real class is indicated by a non-empty classId.
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const hasClass = !isAccountingClassesEnabled || (typedLine.class?.classId ?? '') !== '';
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const hasAmount = (typedLine.amount?.amount ?? 0) !== 0;
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// JE lines and Deposit transactions require vendor or customer before being eligible for review.
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const isJEOrDepositContext = line.type === 'journal_entry_transaction_line' ||
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(0, transactionType_1.toJEAndDepositTransactionTypeStrict)(transaction.type) != null;
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const hasEntity = !isJEOrDepositContext ||
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typedLine.vendor != null ||
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typedLine.customer != null;
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return hasCategory && hasClass && hasAmount && hasEntity;
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})
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.map((line) => line.id)
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.filter(Boolean);
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};
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// Converts a locally-created line item (from edit mode) into the wire shape
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// expected by the categorize endpoint. Sending id='' signals the backend to
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@@ -764,6 +764,7 @@ const setEntityRecommendationForLineIdInLocalData = (transaction, transactionDet
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latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
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vendorBulkUpdateCategoryClassRecommendationsFetchStatus: transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,
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selectedEntity: transactionDetailLocalData.selectedEntity,
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editMode: transactionDetailLocalData.editMode,
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};
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return newLocalData;
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};
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@@ -818,6 +819,7 @@ const removeEntityRecommendationForLineIdInLocalData = (transaction, transaction
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latestSelectedEntityOnLineItem: transactionDetailLocalData.latestSelectedEntityOnLineItem,
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latestUpdatedLineWithEntity: transactionDetailLocalData.latestUpdatedLineWithEntity,
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selectedEntity: transactionDetailLocalData.selectedEntity,
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editMode: transactionDetailLocalData.editMode,
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};
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return newLocalData;
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};
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@@ -838,7 +840,8 @@ const getChangedLineItemCountFromLocalData = (transaction, transactionLocalData)
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const accountLine = line;
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hasCategoryChanged =
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accountLineLocal.account?.qboId !== accountLine.account.qboId &&
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accountLineLocal.account?.accountId !==
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accountLineLocal.account?.accountId !==
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accountLine.account.accountId;
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hasClassChanged =
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(accountLineLocal.class?.qboId != null ||
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accountLine.class?.qboId != null) &&
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@@ -38,10 +38,11 @@ export declare const downloadAccountingProviderAttachment: import("@reduxjs/tool
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error: ZeniAPIStatus<Record<string, unknown>> | undefined;
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}, "transactionDetail/updateTransactionDetailSaveStatus", never, never>, clearTransactionDetailSaveStatus: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID], {
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transactionId: TransactionID;
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}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean], {
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}, "transactionDetail/clearTransactionDetailSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, transactionSaveUpdates: TransactionSaveUpdates, isExpenseAutomationEnabled: boolean, lineIds?: string[] | undefined], {
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transactionId: TransactionID;
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transactionSaveUpdates: TransactionSaveUpdates;
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isExpenseAutomationEnabled: boolean;
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lineIds: string[] | undefined;
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}, "transactionDetail/markTransactionAsNotMiscategorized", never, never>, deleteTransactionAttachment: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[attachmentFileName: string, transactionId: TransactionID], {
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attachmentFileName: string;
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transactionId: TransactionID;
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@@ -197,12 +197,13 @@ const transactionDetail = (0, toolkit_1.createSlice)({
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};
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}
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},
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prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled) {
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prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, lineIds) {
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return {
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payload: {
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transactionId,
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transactionSaveUpdates,
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isExpenseAutomationEnabled,
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lineIds,
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},
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};
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},
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package/lib/zeniAPI.d.ts
CHANGED
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@@ -10,7 +10,6 @@ export interface RESTAPIEndpoints {
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readonly authMicroServiceBaseUrl: string;
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readonly bankingMicroServiceBaseUrl: string;
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readonly cardMicroServiceBaseUrl: string;
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readonly cashManagementAgentBaseUrl: string;
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readonly communicationAgentMicroServiceBaseUrl: string;
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readonly documentAIMicroServiceBaseUrl: string;
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readonly fileMicroServiceBaseUrl: string;
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package/package.json
CHANGED
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@@ -1,6 +1,6 @@
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1
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{
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"name": "@zeniai/client-epic-state",
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"version": "5.1.
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"version": "5.1.51-beta1RR",
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"description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
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"main": "lib/index.js",
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"module": "lib/esm/index.js",
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