@zeniai/client-epic-state 5.1.58 → 5.1.60-beta0ND
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/entity/accountRecon/accountReconPayload.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconReducer.js +15 -1
- package/lib/epic.d.ts +2 -1
- package/lib/epic.js +2 -1
- package/lib/esm/entity/accountRecon/accountReconReducer.js +15 -1
- package/lib/esm/epic.js +2 -1
- package/lib/esm/index.js +3 -4
- package/lib/esm/view/commonVendorView/transactionVendorView/epics/saveTransactionVendorEpic.js +0 -1
- package/lib/esm/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.js +1 -2
- package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -3
- package/lib/esm/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +2 -3
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +1 -1
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +4 -4
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic.js +2 -4
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +2 -2
- package/lib/esm/view/expenseAutomationView/expenseAutomationViewReducer.js +3 -4
- package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +14 -25
- package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +21 -32
- package/lib/esm/view/expenseAutomationView/selectors/statementParseViewSelector.js +0 -224
- package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewSelector.js +2 -1
- package/lib/esm/view/recommendation/fetchEntityRecommendationsByTransactionIdEpic.js +2 -2
- package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +2 -2
- package/lib/esm/view/recommendation/recommendationReducer.js +18 -3
- package/lib/esm/view/recommendation/submitRecommendationFeedbackEpic.js +51 -0
- package/lib/esm/view/transactionDetail/epics/saveTransactionDetailEpic.js +2 -2
- package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js +2 -2
- package/lib/esm/view/transactionDetail/transactionDetailReducer.js +1 -2
- package/lib/index.d.ts +4 -5
- package/lib/index.js +39 -42
- package/lib/view/commonVendorView/transactionVendorView/epics/saveTransactionVendorEpic.js +0 -1
- package/lib/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.d.ts +1 -2
- package/lib/view/commonVendorView/transactionVendorView/transactionVendorViewReducer.js +1 -2
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -3
- package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +2 -3
- package/lib/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js +2 -2
- package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +1 -1
- package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +4 -4
- package/lib/view/expenseAutomationView/epics/transactionCategorization/initializeTransactionCategorizationLocalDataEpic.js +2 -4
- package/lib/view/expenseAutomationView/epics/transactionCategorization/markTransactionAsNotMiscategorizedEpic.js +2 -2
- package/lib/view/expenseAutomationView/epics/transactionCategorization/saveTransactionCategorizationEpic.js +2 -2
- package/lib/view/expenseAutomationView/epics/transactionCategorization/triggerReviewTabRefetchEpic.js +2 -2
- package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +2 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -5
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js +3 -4
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +5 -5
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +14 -25
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +10 -23
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +21 -32
- package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.d.ts +1 -15
- package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.js +1 -233
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +7 -44
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts +1 -0
- package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js +2 -1
- package/lib/view/recommendation/fetchEntityRecommendationsByTransactionIdEpic.js +2 -2
- package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +2 -2
- package/lib/view/recommendation/recommendationPayload.d.ts +33 -0
- package/lib/view/recommendation/recommendationReducer.d.ts +3 -4
- package/lib/view/recommendation/recommendationReducer.js +19 -4
- package/lib/view/recommendation/submitRecommendationFeedbackEpic.d.ts +7 -0
- package/lib/view/recommendation/submitRecommendationFeedbackEpic.js +55 -0
- package/lib/view/transactionDetail/epics/saveTransactionDetailEpic.js +2 -2
- package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +2 -2
- package/lib/view/transactionDetail/transactionDetailReducer.d.ts +1 -3
- package/lib/view/transactionDetail/transactionDetailReducer.js +1 -2
- package/package.json +1 -1
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@@ -5,12 +5,11 @@ const rxjs_1 = require("rxjs");
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const operators_1 = require("rxjs/operators");
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const transactionHelper_1 = require("../../../../entity/transaction/transactionHelper");
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const transactionSelector_1 = require("../../../../entity/transaction/transactionSelector");
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const accountListSelector_1 = require("../../../accountList/accountListSelector");
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const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transactionCategorizationLocalDataHelper");
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const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
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const transactionsViewState_1 = require("../../types/transactionsViewState");
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const initializeTransactionCategorizationViewLocalDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.initializeTransactionCategorizationViewLocalData.match), (0, operators_1.mergeMap)((action) => {
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const { transactionIds, selectedPeriod, keepExistingListItems, selectedTab, pageToken, totalCount, lineItemsByTransactionIds, refreshViewInBackground,
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const { transactionIds, selectedPeriod, keepExistingListItems, selectedTab, pageToken, totalCount, lineItemsByTransactionIds, refreshViewInBackground, } = action.payload;
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const fetchActions = [];
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const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
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const { transactionReviewLocalDataById } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTab];
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@@ -18,10 +17,9 @@ const initializeTransactionCategorizationViewLocalDataEpic = (actions$, state$)
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? { ...transactionReviewLocalDataById }
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: {};
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const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
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const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
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transactions.forEach((transaction) => {
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const transactionWithCOT = (0, transactionHelper_1.getTransactionWithCOT)(transaction);
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const newTransactionsLocalData = (0, transactionCategorizationLocalDataHelper_1.toTransactionDetailLocalData)(transactionWithCOT, selectedTab, lineItemsByTransactionIds[transaction.id]
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const newTransactionsLocalData = (0, transactionCategorizationLocalDataHelper_1.toTransactionDetailLocalData)(transactionWithCOT, selectedTab, lineItemsByTransactionIds[transaction.id]);
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if (transactionLocalData[transaction.id] == null) {
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transactionLocalData[transaction.id] = {
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...transactionsViewState_1.initialSupportedTransactionCategorization,
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@@ -13,7 +13,7 @@ const transactionCategorizationLocalDataHelper_1 = require("../../helpers/transa
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const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
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const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.markTransactionAsNotMiscategorized.match), (0, operators_1.mergeMap)((action) => {
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const { expenseAutomationViewState, expenseAutomationTransactionsViewState, } = state$.value;
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const { transactionsInReview, selectedTab,
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const { transactionsInReview, selectedTab, } = action.payload;
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const transactionsSuccess = transactionsInReview.transactions_update_success;
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const transactionsFailed = transactionsInReview.transactions_update_failed;
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const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state$.value);
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@@ -110,7 +110,7 @@ const markTransactionAsNotMiscategorizedEpic = (actions$, state$, zeniAPI) => ac
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if (timePeriodStart != null && timePeriodEnd != null) {
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actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)('review', { start: timePeriodStart, end: timePeriodEnd }, true, // cacheOverride = true to force refresh
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false, undefined, undefined, true, // refreshViewInBackground
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false
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false));
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}
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}
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actions.push((0, transactionsViewReducer_1.updateTotalCountForTransactionCategorization)({
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@@ -12,7 +12,7 @@ const accountListSelector_1 = require("../../../accountList/accountListSelector"
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const saveTransactionHelper_1 = require("../../helpers/saveTransactionHelper");
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const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
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const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.saveTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
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const { transactionIds, cotTrackingByTransactionId, selectedTab,
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const { transactionIds, cotTrackingByTransactionId, selectedTab, } = action.payload;
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const fetchActions = [];
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const { transactionState, expenseAutomationTransactionsViewState } = state$.value;
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const transactionSaveUpdates = [];
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@@ -25,7 +25,7 @@ const saveTransactionCategorizationEpic = (actions$, state$) => actions$.pipe((0
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transactionSaveUpdates.push((0, saveTransactionHelper_1.toTransactionUpdatesFromTransactionCategorizationLocalData)(localData, transaction, uncategorizedIncomeExpense));
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}
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});
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fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId
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fetchActions.push((0, transactionsViewReducer_1.updateTransactionCategorization)(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId));
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return (0, rxjs_1.from)(fetchActions);
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}));
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exports.saveTransactionCategorizationEpic = saveTransactionCategorizationEpic;
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@@ -7,7 +7,7 @@ const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
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const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
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const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
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const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.syncTransactionCategorizationFromDetailSave.match), (0, operators_1.mergeMap)((action) => {
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const { pendingReviewLineIds, transactionId,
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const { pendingReviewLineIds, transactionId, } = action.payload;
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if (pendingReviewLineIds.length === 0) {
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return rxjs_1.EMPTY;
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}
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@@ -26,6 +26,6 @@ const triggerReviewTabRefetchEpic = (actions$, state$) => actions$.pipe((0, oper
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if (timePeriodStart == null || timePeriodEnd == null) {
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return rxjs_1.EMPTY;
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}
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return (0, rxjs_1.of)((0, transactionsViewReducer_1.backgroundRefetchReviewTab)({ start: timePeriodStart, end: timePeriodEnd }
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return (0, rxjs_1.of)((0, transactionsViewReducer_1.backgroundRefetchReviewTab)({ start: timePeriodStart, end: timePeriodEnd }));
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}));
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exports.triggerReviewTabRefetchEpic = triggerReviewTabRefetchEpic;
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@@ -21,7 +21,7 @@ const vendorSelector_1 = require("../../../../entity/vendor/vendorSelector");
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const responsePayload_1 = require("../../../../responsePayload");
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const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
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const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(transactionsViewReducer_1.updateTransactionCategorization.match), (0, operators_1.mergeMap)((action) => {
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const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId,
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const { selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, } = action.payload;
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const { transactionState, vendorState, expenseAutomationTransactionsViewState, } = state$.value;
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const payloadArray = preparePayload(selectedTab, transactionState, vendorState, expenseAutomationTransactionsViewState, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId).filter((payload) => payload != null);
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return zeniAPI
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@@ -30,7 +30,7 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
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if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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const transactionsInReview = response.data;
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const actions = [];
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actions.push((0, transactionsViewReducer_1.markTransactionAsNotMiscategorized)(selectedTab, transactionsInReview
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actions.push((0, transactionsViewReducer_1.markTransactionAsNotMiscategorized)(selectedTab, transactionsInReview), (0, transactionsViewReducer_1.updateTransactionCategorizationSaveStatus)(selectedTab, 'Completed', (0, responsePayload_1.createZeniAPIStatus)('Completed', 'Transaction categorization updated successfully')));
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return (0, rxjs_1.from)(actions);
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}
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else {
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@@ -2,10 +2,9 @@ import { ID } from '../../commonStateTypes/common';
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import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
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import { ExpenseAutomationViewState } from './expenseAutomationViewState';
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export declare const initialState: ExpenseAutomationViewState;
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export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined, refreshViewInBackground?: boolean | undefined
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export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[cacheOverride?: boolean | undefined, refreshViewInBackground?: boolean | undefined], {
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cacheOverride: boolean;
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refreshViewInBackground: boolean;
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isUncategorizedExpenseCategoryEnabled: boolean;
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}, "expenseAutomationView/fetchAllExpenseAutomationTabs", never, never>, updateCurrentSelectedPeriod: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, newSelectedPeriod: MonthYearPeriod], {
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newSelectedPeriod: MonthYearPeriod;
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tenantId: string;
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newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
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}, "expenseAutomationView/updateCurrentSelectedView", never, never>, clearExpenseAutomationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/clearExpenseAutomationView">, initializeSelectedPeriodForTenants: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;
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}, "expenseAutomationView/initializeSelectedPeriodForTenants">, refreshExpenseAutomationCurrentTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationView/refreshExpenseAutomationCurrentTab", never, never>;
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}, "expenseAutomationView/initializeSelectedPeriodForTenants">, refreshExpenseAutomationCurrentTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[], {}, "expenseAutomationView/refreshExpenseAutomationCurrentTab", never, never>;
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declare const _default: import("redux").Reducer<ExpenseAutomationViewState>;
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export default _default;
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reducer() {
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//do nothing
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},
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prepare(cacheOverride = false, refreshViewInBackground = false
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prepare(cacheOverride = false, refreshViewInBackground = false) {
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return {
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payload: {
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cacheOverride,
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refreshViewInBackground,
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isUncategorizedExpenseCategoryEnabled,
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},
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};
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},
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},
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refreshExpenseAutomationCurrentTab: {
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prepare(
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prepare() {
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return {
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payload: {
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payload: {},
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};
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},
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reducer() {
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package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts
CHANGED
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*/
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export declare const filterAutoTabLineItems: (tabView: TransactionsTabViewState, transactionId: ID, updatedTransaction: SupportedTransactionWithCOT) => void;
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export declare const MAX_SELECTION_LIMIT = 5;
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export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[],
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export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[]
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export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project",
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export declare const shouldAutoSelectAndAdd: (transaction: SupportedTransactionWithCOT, localData: TransactionReviewLocalData, selectedCheckBoxTransactionIds: ID[], isAccountingClassesEnabled?: boolean) => boolean;
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export declare const toTransactionDetailLocalData: (transaction: SupportedTransactionWithCOT, selectedTab: TransactionsTab, lineItemsByTransactionIds: string[]) => TransactionReviewLocalData;
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export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class" | "project", selectedTab: TransactionsTab, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase, selectedProjectBase?: ProjectBase, isAccountingClassesEnabled?: boolean) => {
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localData: TransactionReviewLocalData;
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};
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export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[],
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export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransactionWithCOT, transactionDetailLocalData: TransactionReviewLocalData,
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export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransactionWithCOT, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[], recommendationWithCOTByLineId?: RecommendationWithCOTByLineId, isAccountingClassesEnabled?: boolean) => TransactionReviewLocalData;
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export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransactionWithCOT, transactionDetailLocalData: TransactionReviewLocalData, isAccountingClassesEnabled?: boolean) => boolean;
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export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: SupportedTransactionPayload[]) => Record<string, string[]>;
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export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
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export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
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// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,
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// setEntityRecommendationForLineIdInLocalData below).
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const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds,
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const shouldAutoSelectAndAdd = (transaction, localData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled) => {
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return (0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, localData,
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const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds
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const toTransactionDetailLocalData = (transaction, selectedTab, lineItemsByTransactionIds) => {
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: {};
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return transactionLocal;
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const buildLineItemById = (transaction,
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const buildLineItemById = (transaction, recommendations) => {
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if (
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? ['income']
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: undefined)) &&
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higherPreferenceRecommendation?.account != null) {
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const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem,
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const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isAccountingClassesEnabled) => {
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@@ -387,10 +384,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
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// if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
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if (selectedAccount != null &&
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updatedItem === 'category' &&
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(0, transactionDetailLocalDataHelper_2.isAccountUncategorized)(uncategorizedAccounts, record.account?.qboId, isUncategorizedExpenseCategoryEnabled === true
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? ['income']
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: undefined) === true)) {
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record.account?.qboId == null) {
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similarTransactionUpdated = true;
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if ((isAccountingClassesEnabled === false ||
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@@ -459,14 +453,14 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
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selectedEntity: transactionDetailLocalData.selectedEntity,
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tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,
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};
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if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData,
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if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, isAccountingClassesEnabled)) {
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selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
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}
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draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;
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return { localData: newLocalData, similarTransactionUpdated };
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};
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exports.toSetAllLineItemsToCategoryClass = toSetAllLineItemsToCategoryClass;
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|
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const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transactionDetailLocalData, entity, recommendationLineIds,
|
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+
const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transactionDetailLocalData, entity, recommendationLineIds, recommendationWithCOTByLineId, isAccountingClassesEnabled) => {
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const newLineItems = {};
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let matchingEntityLineId = undefined;
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const checkIfNotJEAndDeposit = !(0, vendorTransaction_1.isVendorTransaction)(transaction);
|
|
@@ -486,11 +480,8 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
|
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|
};
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const recommendations = (0, transactionDetailLocalDataHelper_1.mergeTransactionAndEntityRecommendationsWithCOT)(oldRecord.recommendationsWithCOT, recommendationWithCOTByLineId?.[lineId]);
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const accountLine = line;
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const isUncategorizedAccount = (0, transactionDetailLocalDataHelper_2.isAccountUncategorized)(uncategorizedAccounts, accountLine.account.qboId, isUncategorizedExpenseCategoryEnabled === true
|
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-
? ['income']
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|
-
: undefined);
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record.account =
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|
-
|
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|
+
accountLine.account.qboId !== ''
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|
? accountLine.account
|
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: recommendations?.[0]?.account
|
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? {
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|
@@ -573,24 +564,22 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
|
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// category/class became stale after the entity update). Otherwise
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// route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT
|
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// gate is consistently applied across all auto-add sites.
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|
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-
if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData,
|
|
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|
+
if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, isAccountingClassesEnabled)) {
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|
selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
|
|
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|
}
|
|
579
|
-
else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds,
|
|
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|
+
else if ((0, exports.shouldAutoSelectAndAdd)(transaction, newLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
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|
selectedCheckBoxTransactionIds.push(transaction.id);
|
|
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}
|
|
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|
draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;
|
|
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|
return newLocalData;
|
|
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|
};
|
|
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|
exports.setEntityRecommendationForLineIdInLocalData = setEntityRecommendationForLineIdInLocalData;
|
|
586
|
-
const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetailLocalData,
|
|
577
|
+
const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetailLocalData, isAccountingClassesEnabled) => {
|
|
587
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|
const lineItems = Object.values(transactionDetailLocalData.lineItemById);
|
|
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579
|
const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
|
|
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|
-
const uncategorizedAccountTypes = isUncategorizedExpenseCategoryEnabled === true ? ['income'] : undefined;
|
|
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|
return lineItems.every((lineItem) => Boolean(lineItem?.account?.qboId) &&
|
|
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|
(isAccountingClassesEnabled === false ||
|
|
592
582
|
Boolean(lineItem?.class?.qboId)) &&
|
|
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|
-
(0, transactionDetailLocalDataHelper_2.isAccountUncategorized)(uncategorizedAccounts, lineItem?.account?.qboId, uncategorizedAccountTypes) === false &&
|
|
594
583
|
((isVendorTransactionAvailable
|
|
595
584
|
? Boolean(transactionDetailLocalData?.vendor?.id)
|
|
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585
|
: Boolean(lineItem?.vendor?.id)) ||
|
|
@@ -17,7 +17,7 @@ import { TransactionFilters } from '../transactionFilterHelpers';
|
|
|
17
17
|
import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
|
|
18
18
|
export declare const initialTransactionTabViewState: TransactionsTabViewState;
|
|
19
19
|
export declare const initialState: TransactionsViewState;
|
|
20
|
-
export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined
|
|
20
|
+
export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined], {
|
|
21
21
|
selectedTab: "review" | "autoCategorized";
|
|
22
22
|
period: TimePeriod;
|
|
23
23
|
searchString: string | undefined;
|
|
@@ -26,14 +26,13 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
26
26
|
cacheOverride: any;
|
|
27
27
|
refreshViewInBackground: any;
|
|
28
28
|
resetListItems: boolean | undefined;
|
|
29
|
-
isUncategorizedExpenseCategoryEnabled: boolean | undefined;
|
|
30
29
|
}, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
31
30
|
selectedTab: TransactionsTab;
|
|
32
31
|
uiState: Partial<TransactionsViewUIState>;
|
|
33
32
|
}, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
34
33
|
filters: TransactionFilters;
|
|
35
34
|
selectedTab: TransactionsTab;
|
|
36
|
-
}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any
|
|
35
|
+
}, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any], {
|
|
37
36
|
selectedTab: "review" | "autoCategorized";
|
|
38
37
|
transactionIds: string[];
|
|
39
38
|
selectedPeriod: MonthYearPeriod;
|
|
@@ -42,7 +41,6 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
42
41
|
totalCount: number;
|
|
43
42
|
lineItemsByTransactionIds: Record<string, string[]>;
|
|
44
43
|
refreshViewInBackground: any;
|
|
45
|
-
isUncategorizedExpenseCategoryEnabled: boolean | undefined;
|
|
46
44
|
}, "expenseAutomationTransactionsView/initializeTransactionCategorizationViewLocalData", never, never>, saveTransactionCategorizationLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
47
45
|
keepExistingListItems: boolean;
|
|
48
46
|
pageToken: PageToken;
|
|
@@ -56,17 +54,15 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
56
54
|
selectedPeriod: MonthYearPeriod;
|
|
57
55
|
selectedTab: TransactionsTab;
|
|
58
56
|
status: ZeniAPIStatus;
|
|
59
|
-
}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId
|
|
57
|
+
}, "expenseAutomationTransactionsView/fetchTransactionCategorizationFailure">, saveTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
|
|
60
58
|
selectedTab: "review" | "autoCategorized";
|
|
61
59
|
transactionIds: string[];
|
|
62
60
|
cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
|
|
63
|
-
|
|
64
|
-
}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
|
|
61
|
+
}, "expenseAutomationTransactionsView/saveTransactionCategorization", never, never>, updateTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], transactionSaveUpdates: TransactionSaveUpdates[], cotTrackingByTransactionId: COTTransactionTrackingByTransactionId], {
|
|
65
62
|
selectedTab: "review" | "autoCategorized";
|
|
66
63
|
transactionIds: string[];
|
|
67
64
|
transactionSaveUpdates: TransactionSaveUpdates[];
|
|
68
65
|
cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;
|
|
69
|
-
isUncategorizedExpenseCategoryEnabled: boolean | undefined;
|
|
70
66
|
}, "expenseAutomationTransactionsView/updateTransactionCategorization", never, never>, updateCurrentSelectedTransactionCategorizationTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedTab: "review" | "autoCategorized"], {
|
|
71
67
|
newSelectedTab: "review" | "autoCategorized";
|
|
72
68
|
}, "expenseAutomationTransactionsView/updateCurrentSelectedTransactionCategorizationTab", never, never>, updateTransactionCategorizationCompletedSubTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSubTab: "all" | "manual" | "ai_accountant"], {
|
|
@@ -75,10 +71,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
75
71
|
selectedTab: "review" | "autoCategorized";
|
|
76
72
|
fetchState: FetchState;
|
|
77
73
|
error: ZeniAPIStatus<Record<string, unknown>> | undefined;
|
|
78
|
-
}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload
|
|
74
|
+
}, "expenseAutomationTransactionsView/updateTransactionCategorizationSaveStatus", never, never>, markTransactionAsNotMiscategorized: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionsInReview: UpdateTransactionCategorizationResponsePayload], {
|
|
79
75
|
selectedTab: "review" | "autoCategorized";
|
|
80
76
|
transactionsInReview: UpdateTransactionCategorizationResponsePayload;
|
|
81
|
-
isUncategorizedExpenseCategoryEnabled: boolean | undefined;
|
|
82
77
|
}, "expenseAutomationTransactionsView/markTransactionAsNotMiscategorized", never, never>, updateStatusForTransactionNotMiscategorizedUpdateForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", uncheckTransactionIds: string[], removeTransactionIdsFromSelectedPeriod: string[], selectedPeriod: MonthYearPeriod, fetchState: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined, updateLineItemsByTransactionId?: Record<string, string[]> | undefined], {
|
|
83
78
|
removeTransactionIdsFromSelectedPeriod: string[];
|
|
84
79
|
selectedPeriod: MonthYearPeriod;
|
|
@@ -94,7 +89,6 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
94
89
|
transactionId: ID;
|
|
95
90
|
uncategorizedAccounts: UncategorizedAccounts;
|
|
96
91
|
isAccountingClassesEnabled?: boolean;
|
|
97
|
-
isUncategorizedExpenseCategoryEnabled?: boolean;
|
|
98
92
|
selectedEntity?: Entity;
|
|
99
93
|
updatedVendor?: VendorBase;
|
|
100
94
|
}, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, updateSelectedCustomerForTransaction: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
@@ -104,10 +98,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
|
|
|
104
98
|
transactionId: ID;
|
|
105
99
|
uncategorizedAccounts: UncategorizedAccounts;
|
|
106
100
|
isAccountingClassesEnabled?: boolean;
|
|
107
|
-
isUncategorizedExpenseCategoryEnabled?: boolean;
|
|
108
101
|
selectedEntity?: Entity;
|
|
109
102
|
updatedCustomer?: CustomerBase;
|
|
110
|
-
}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined,
|
|
103
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+
}, "expenseAutomationTransactionsView/updateSelectedCustomerForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransactionWithCOT[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: RecommendationWithCOT[] | undefined, isAccountingClassesEnabled?: boolean | undefined, selectedProjectBase?: ProjectBase | undefined], {
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selectedTab: "review" | "autoCategorized";
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transactionId: string;
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lineId: string;
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recommendations: RecommendationWithCOT[] | undefined;
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uncategorizedAccounts: UncategorizedAccounts;
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isAccountingClassesEnabled: boolean | undefined;
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationTransactionsView/setAllItemsToCategoryClassInLocalDataForCategorization", never, never>, updateTotalCountForTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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selectedPeriod: MonthYearPeriod;
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selectedTab: TransactionsTab;
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}, "expenseAutomationTransactionsView/fetchTransactionCategorizationSuccess">, resetOtherTabsFetchState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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tabs: TransactionsTab[];
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}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any
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}, "expenseAutomationTransactionsView/resetOtherTabsFetchState">, fetchTransactionCategorizationView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: any], {
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selectedTab: "review" | "autoCategorized";
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period: TimePeriod;
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searchString: string | undefined;
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cacheOverride: any;
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationTransactionsView/fetchTransactionCategorizationView", never, never>, updateSelectedCheckboxTransactionIds: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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selectedTab: TransactionsTab;
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transactionIds: ID[];
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}, "expenseAutomationTransactionsView/updateSelectedCheckboxTransactionIds">, clearExpenseAutomationTransactionsViewPerTabView: import("@reduxjs/toolkit").ActionCreatorWithPayload<"review" | "autoCategorized", "expenseAutomationTransactionsView/clearExpenseAutomationTransactionsViewPerTabView">, clearExpenseAutomationTransactionsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/clearExpenseAutomationTransactionsView">, setEntityRecommendationForLineIdsForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, transaction: SupportedTransactionWithCOT, lineIds: string[], entity: Entity, amount: number, recommendationWithCOTByLineId: RecommendationWithCOTByLineId, uncategorizedAccounts: UncategorizedAccounts,
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}, "expenseAutomationTransactionsView/updateSelectedCheckboxTransactionIds">, clearExpenseAutomationTransactionsViewPerTabView: import("@reduxjs/toolkit").ActionCreatorWithPayload<"review" | "autoCategorized", "expenseAutomationTransactionsView/clearExpenseAutomationTransactionsViewPerTabView">, clearExpenseAutomationTransactionsView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationTransactionsView/clearExpenseAutomationTransactionsView">, setEntityRecommendationForLineIdsForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, transaction: SupportedTransactionWithCOT, lineIds: string[], entity: Entity, amount: number, recommendationWithCOTByLineId: RecommendationWithCOTByLineId, uncategorizedAccounts: UncategorizedAccounts, isAccountingClassesEnabled?: boolean | undefined], {
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selectedTab: "review" | "autoCategorized";
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transactionId: TransactionID;
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transaction: SupportedTransactionWithCOT;
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@@ -160,7 +151,6 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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recommendationWithCOTByLineId: RecommendationWithCOTByLineId;
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uncategorizedAccounts: UncategorizedAccounts;
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isAccountingClassesEnabled: boolean | undefined;
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
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selectedTab: "review" | "autoCategorized";
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transactionId: TransactionID;
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@@ -178,15 +168,12 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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lineId: ID;
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selectedTab: TransactionsTab;
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}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[]
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}, "expenseAutomationTransactionsView/updateSelectedTransactionId">, syncTransactionCategorizationFromDetailSave: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: TransactionID, updatedTransaction: SupportedTransactionWithCOT, pendingReviewLineIds: string[]], {
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transactionId: TransactionID;
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updatedTransaction: SupportedTransactionWithCOT;
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pendingReviewLineIds: string[];
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
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}, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod], {
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period: TimePeriod;
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isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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}, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
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transactionId: string;
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}, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
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