@zeniai/client-epic-state 5.1.58 → 5.1.60-beta0ND

package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js

@@ -128,7 +128,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
     reducers: {
         fetchTransactionCategorizationView: {
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems = false, isUncategorizedExpenseCategoryEnabled) {
+            pageToken, refreshViewInBackground = false, resetListItems = false) {
                 return {
                     payload: {
                         selectedTab,
@@ -139,7 +139,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         cacheOverride,
                         refreshViewInBackground,
                         resetListItems,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -207,7 +206,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
             },
             prepare(selectedTab, period, cacheOverride = false, keepExistingListItems = false, searchString, // when this is defined the output should go to search result IDs
-            pageToken, refreshViewInBackground = false, resetListItems, isUncategorizedExpenseCategoryEnabled) {
+            pageToken, refreshViewInBackground = false, resetListItems) {
                 return {
                     payload: {
                         selectedTab,
@@ -218,13 +217,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         cacheOverride,
                         refreshViewInBackground,
                         resetListItems,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
         },
         initializeTransactionCategorizationViewLocalData: {
-            prepare(selectedTab, transactionIds, selectedPeriod, keepExistingListItems = false, pageToken, totalCount, lineItemsByTransactionIds, refreshViewInBackground = false, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionIds, selectedPeriod, keepExistingListItems = false, pageToken, totalCount, lineItemsByTransactionIds, refreshViewInBackground = false) {
                 return {
                     payload: {
                         selectedTab,
@@ -235,7 +233,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         totalCount,
                         lineItemsByTransactionIds,
                         refreshViewInBackground,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -339,13 +336,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             });
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -419,21 +415,20 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     fetchState: 'In-Progress',
                 };
             },
-            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionIds, transactionSaveUpdates, cotTrackingByTransactionId) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         transactionSaveUpdates,
                         cotTrackingByTransactionId,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
         },
         setAllItemsToCategoryClassInLocalDataForCategorization: {
             reducer(draft, action) {
-                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, transactions, transactionId, lineId, selectedTab, isAccountingClassesEnabled, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]
@@ -459,7 +454,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                        (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                             ...selectedCheckBoxTransactionIds,
                             transactionId,
@@ -482,7 +477,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                                     : existingProjectId !== selectedProjectBase?.projectId
                                         ? 'project'
                                         : 'class';
-                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                            const { localData, similarTransactionUpdated } = (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isAccountingClassesEnabled);
                             draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
                                 transactionId: transaction.id,
                                 transactionReviewLocalData: localData,
@@ -501,7 +496,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     ...dirtyIds,
                 ]);
             },
-            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled, selectedProjectBase) {
+            prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations, isAccountingClassesEnabled, selectedProjectBase) {
                 return {
                     payload: {
                         selectedTab,
@@ -517,13 +512,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         recommendations,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
         },
         setEntityRecommendationForLineIdsForCategorization: {
-            prepare(selectedTab, transactionId, transaction, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) {
+            prepare(selectedTab, transactionId, transaction, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedAccounts, isAccountingClassesEnabled) {
                 return {
                     payload: {
                         selectedTab,
@@ -535,16 +529,15 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                         recommendationWithCOTByLineId,
                         uncategorizedAccounts,
                         isAccountingClassesEnabled,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
             reducer(draft, action) {
-                const { entity, transaction, transactionId, selectedTab, lineIds, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { entity, transaction, transactionId, selectedTab, lineIds, isAccountingClassesEnabled, } = action.payload;
                 const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, action.payload.recommendationWithCOTByLineId, isAccountingClassesEnabled);
                     // Release the per-line fetch flag for every line this fetch
                     // covered. Done in-place on the freshly returned local data
                     // (the helper produces a new mutable object), before we write
@@ -717,7 +710,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 action.payload.status;
         },
         updateSelectedCustomerForTransaction(draft, action) {
-            const { transactionId, lineId, updatedCustomer, selectedTransaction, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+            const { transactionId, lineId, updatedCustomer, selectedTransaction, selectedTab, isAccountingClassesEnabled, } = action.payload;
             const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                 .transactionReviewLocalDataById, transactionId, undefined);
             if (transactionLocalData != null) {
@@ -770,7 +763,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -787,7 +780,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             }
         },
         updateSelectedVendorForTransaction(draft, action) {
-            const { transactionId, lineId, updatedVendor, selectedTransaction, selectedTab, uncategorizedAccounts, isAccountingClassesEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+            const { transactionId, lineId, updatedVendor, selectedTransaction, selectedTab, isAccountingClassesEnabled, } = action.payload;
             const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
                 .transactionReviewLocalDataById, transactionId, undefined);
             if (transactionLocalData != null) {
@@ -844,7 +837,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -892,12 +885,11 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                     error: undefined,
                 };
             },
-            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionsInReview) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -1007,19 +999,17 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         syncTransactionCategorizationFromDetailSave: {
-            prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
+            prepare(transactionId, updatedTransaction, pendingReviewLineIds) {
                 return {
                     payload: {
                         transactionId,
                         updatedTransaction,
                         pendingReviewLineIds,
-                        uncategorizedIncomeExpense,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
             reducer(draft, action) {
-                const { transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+                const { transactionId, updatedTransaction, pendingReviewLineIds, } = action.payload;
                 const txnId = transactionId.id;
                 const reviewTabView = draft.transactionCategorizationView.review;
                 const autoTabView = draft.transactionCategorizationView.autoCategorized;
@@ -1041,7 +1031,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
                 }
                 // Partially reviewed: rebuild review tab local data with pending review lines
                 if (existsInReview) {
-                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.toTransactionDetailLocalData)(updatedTransaction, 'review', pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled);
+                    const newLocalData = (0, transactionCategorizationLocalDataHelper_1.toTransactionDetailLocalData)(updatedTransaction, 'review', pendingReviewLineIds);
                     reviewTabView.transactionReviewLocalDataById[txnId] = {
                         transactionId: txnId,
                         transactionReviewLocalData: {
@@ -1060,11 +1050,10 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled) {
+            prepare(period) {
                 return {
                     payload: {
                         period,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.d.ts

@@ -1,5 +1,4 @@
-import { AccountType } from '../../../entity/account/accountState';
-import { ApplyStatementParseFormChangeInput, ApplyStatementParseFormChangeResult, GetStatementParseFormViewInput, ParsedStatementData, StatementMeta, StatementParseFormView, StatementParseManualBalanceField, StatementTransaction, StatementUpdateLocalData, ToStatementUpdateLocalDataFromFormViewInput } from '../types/reconciliationViewState';
+import { ParsedStatementData, StatementMeta, StatementTransaction, StatementUpdateLocalData } from '../types/reconciliationViewState';
 export interface StatementPeriod {
     statementEndDate: string;
     statementStartDate: string;
@@ -10,17 +9,4 @@ export declare const filterStatementTransactionsByPeriod: (transactions: Stateme
 export declare const getParsedStatementDataForView: (parsedStatementData: ParsedStatementData | undefined, statementUpdateLocalData: StatementUpdateLocalData | undefined) => ParsedStatementData | undefined;
 export declare const getStatementTransactionPeriodById: (allParsedTransactions: StatementTransaction[], parsedMeta: StatementMeta, localMeta: StatementMeta | undefined) => Record<string, boolean>;
 export declare const getDateFilteredDeletedTransactionIds: (allParsedTransactions: StatementTransaction[], statementPeriod: StatementPeriod) => string[];
-export declare const isStatementParseTransactionFieldChange: (changedField: string | undefined) => boolean;
-export declare const isStatementParseManualBalanceField: (field: string | undefined) => field is StatementParseManualBalanceField;
-export declare const shouldRecalculateStatementParseBalances: (changedField: string | undefined) => boolean;
-export declare const resolveStatementParseBalanceFields: (formView: StatementParseFormView, changedField: string | undefined, accountType?: AccountType) => {
-    closingBalance: number;
-    openingBalance: number;
-    totalDeposits: number;
-    totalPayments: number;
-};
-export declare const areStatementParseBalancesConsistent: (formView: StatementParseFormView, accountType?: AccountType) => boolean;
 export declare const mergeStatementParseDeletedTransactionIds: (originalTransactions: StatementTransaction[], statementPeriod: StatementPeriod, currentTransactionIds: Set<string>) => string[];
-export declare const getStatementParseFormView: ({ accountType, parsedStatementMeta, originalTransactions, statementUpdateLocalData, }: GetStatementParseFormViewInput) => StatementParseFormView;
-export declare const toStatementUpdateLocalDataFromFormView: ({ accountType, formView, parsedStatementMeta, originalTransactions, changedField, }: ToStatementUpdateLocalDataFromFormViewInput) => StatementUpdateLocalData;
-export declare const applyStatementParseFormChange: ({ accountType, formView, changedField, parsedStatementMeta, originalTransactions, }: ApplyStatementParseFormChangeInput) => ApplyStatementParseFormChangeResult;

package/lib/view/expenseAutomationView/selectors/statementParseViewSelector.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.applyStatementParseFormChange = exports.toStatementUpdateLocalDataFromFormView = exports.getStatementParseFormView = exports.mergeStatementParseDeletedTransactionIds = exports.areStatementParseBalancesConsistent = exports.resolveStatementParseBalanceFields = exports.shouldRecalculateStatementParseBalances = exports.isStatementParseManualBalanceField = exports.isStatementParseTransactionFieldChange = exports.getDateFilteredDeletedTransactionIds = exports.getStatementTransactionPeriodById = exports.getParsedStatementDataForView = exports.filterStatementTransactionsByPeriod = exports.isStatementTransactionInPeriod = exports.getEffectiveStatementPeriod = void 0;
+exports.mergeStatementParseDeletedTransactionIds = exports.getDateFilteredDeletedTransactionIds = exports.getStatementTransactionPeriodById = exports.getParsedStatementDataForView = exports.filterStatementTransactionsByPeriod = exports.isStatementTransactionInPeriod = exports.getEffectiveStatementPeriod = void 0;
 const zeniDayJS_1 = require("../../../zeniDayJS");
 const getEffectiveStatementPeriod = (parsedMeta, localMeta) => ({
     statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
@@ -73,122 +73,6 @@ const getDateFilteredDeletedTransactionIds = (allParsedTransactions, statementPe
         .map((transaction) => transaction.statementTransactionId);
 };
 exports.getDateFilteredDeletedTransactionIds = getDateFilteredDeletedTransactionIds;
-const roundCurrency = (value) => Math.round(value * 100) / 100;
-const toApiDateString = (value) => {
-    if (value == null || value === '') {
-        return '';
-    }
-    return (0, zeniDayJS_1.date)(value).format('YYYY-MM-DD');
-};
-const computeStatementTransactionTotals = (transactions) => {
-    const totalDeposits = roundCurrency(transactions
-        .filter((txn) => txn.transactionDirection === 'credit')
-        .reduce((sum, txn) => sum + Math.abs(txn.amount ?? 0), 0));
-    const totalPayments = roundCurrency(transactions
-        .filter((txn) => txn.transactionDirection === 'debit')
-        .reduce((sum, txn) => sum + Math.abs(txn.amount ?? 0), 0));
-    return { totalDeposits, totalPayments };
-};
-const computeStatementClosingBalance = (openingBalance, totalDeposits, totalPayments, accountType) => roundCurrency(accountType === 'credit_card'
-    ? openingBalance + totalPayments - totalDeposits
-    : openingBalance + totalDeposits - totalPayments);
-const filterFormTransactionsInPeriod = (transactions, statementStartDate, statementEndDate) => {
-    if (statementStartDate === '' || statementEndDate === '') {
-        return transactions;
-    }
-    const periodStart = (0, zeniDayJS_1.date)(statementStartDate).startOf('day');
-    const periodEnd = (0, zeniDayJS_1.date)(statementEndDate).startOf('day');
-    return transactions.filter((txn) => {
-        if (txn.transactionDate === '') {
-            return true;
-        }
-        const txnDate = (0, zeniDayJS_1.date)(txn.transactionDate).startOf('day');
-        return (txnDate.isSameOrAfter(periodStart, 'day') &&
-            txnDate.isSameOrBefore(periodEnd, 'day'));
-    });
-};
-const isStatementParseTransactionFieldChange = (changedField) => changedField === 'transactions' ||
-    changedField?.startsWith('transactions.') === true;
-exports.isStatementParseTransactionFieldChange = isStatementParseTransactionFieldChange;
-const isStatementParseBalanceAffectingTransactionFieldChange = (changedField) => {
-    if (changedField === 'transactions') {
-        return true;
-    }
-    if (changedField?.startsWith('transactions.') !== true) {
-        return false;
-    }
-    return !changedField.endsWith('.transactionMemo');
-};
-const isStatementParseManualBalanceField = (field) => field === 'totalDeposits' ||
-    field === 'totalPayments' ||
-    field === 'closingBalance';
-exports.isStatementParseManualBalanceField = isStatementParseManualBalanceField;
-const shouldRecalculateStatementParseBalances = (changedField) => isStatementParseBalanceAffectingTransactionFieldChange(changedField) ||
-    changedField === 'statementStartDate' ||
-    changedField === 'statementEndDate';
-exports.shouldRecalculateStatementParseBalances = shouldRecalculateStatementParseBalances;
-const resolveStatementParseBalanceFields = (formView, changedField, accountType) => {
-    const inPeriodTransactions = filterFormTransactionsInPeriod(formView.transactions, formView.statementStartDate, formView.statementEndDate);
-    const { totalDeposits, totalPayments } = computeStatementTransactionTotals(inPeriodTransactions);
-    if (!(0, exports.shouldRecalculateStatementParseBalances)(changedField)) {
-        return {
-            openingBalance: formView.openingBalance,
-            closingBalance: formView.closingBalance,
-            totalDeposits: formView.totalDeposits,
-            totalPayments: formView.totalPayments,
-        };
-    }
-    return {
-        openingBalance: formView.openingBalance,
-        totalDeposits,
-        totalPayments,
-        closingBalance: computeStatementClosingBalance(formView.openingBalance, totalDeposits, totalPayments, accountType),
-    };
-};
-exports.resolveStatementParseBalanceFields = resolveStatementParseBalanceFields;
-const areStatementParseBalancesConsistent = (formView, accountType) => {
-    // Validate the four balance fields against each other (what the user sees),
-    // not against recomputed transaction totals. Manual deposits/payments edits
-    // are allowed as long as closing matches the account-type formula.
-    return (roundCurrency(formView.closingBalance) ===
-        computeStatementClosingBalance(formView.openingBalance, formView.totalDeposits, formView.totalPayments, accountType));
-};
-exports.areStatementParseBalancesConsistent = areStatementParseBalancesConsistent;
-const mapParsedTransactionToFormRow = (transaction, index) => ({
-    id: transaction.statementTransactionId || `parsed-${index}`,
-    transactionDate: toApiDateString(transaction.transactionDate),
-    transactionMemo: transaction.transactionMemo,
-    amount: transaction.amount,
-    transactionDirection: transaction.transactionDirection,
-    statementTransactionId: transaction.statementTransactionId,
-});
-const mapLocalTransactionToFormRow = (transaction, id) => ({
-    id,
-    transactionDate: toApiDateString(transaction.transactionDate),
-    transactionMemo: transaction.transactionMemo,
-    amount: transaction.amount,
-    transactionDirection: transaction.transactionDirection,
-    statementTransactionId: transaction.statementTransactionId,
-});
-const buildStatementParseFormTransactions = (originalTransactions, localData) => {
-    const deletedIdSet = new Set(localData.statementTransactions?.deletedIds ?? []);
-    const updatedById = new Map((localData.statementTransactions?.updated ?? [])
-        .filter((transaction) => transaction.statementTransactionId != null)
-        .map((transaction) => [
-        transaction.statementTransactionId,
-        transaction,
-    ]));
-    const persistedTransactions = originalTransactions
-        .filter((transaction) => !deletedIdSet.has(transaction.statementTransactionId))
-        .map((transaction, index) => {
-        const updated = updatedById.get(transaction.statementTransactionId);
-        return updated != null
-            ? mapLocalTransactionToFormRow(updated, transaction.statementTransactionId)
-            : mapParsedTransactionToFormRow(transaction, index);
-    });
-    const addedTransactions = (localData.statementTransactions?.added ?? []).map((transaction, index) => mapLocalTransactionToFormRow(transaction, `added-${index}`));
-    return [...persistedTransactions, ...addedTransactions];
-};
 const mergeStatementParseDeletedTransactionIds = (originalTransactions, statementPeriod, currentTransactionIds) => {
     const dateFilteredDeletedIds = (0, exports.getDateFilteredDeletedTransactionIds)(originalTransactions, statementPeriod);
     const dateFilteredDeletedIdSet = new Set(dateFilteredDeletedIds);
@@ -200,119 +84,3 @@ const mergeStatementParseDeletedTransactionIds = (originalTransactions, statemen
     return [...new Set([...userDeletedIds, ...dateFilteredDeletedIds])];
 };
 exports.mergeStatementParseDeletedTransactionIds = mergeStatementParseDeletedTransactionIds;
-const resolveStatementMetaDates = (parsedStatementMeta, localMeta) => ({
-    statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
-        ? localMeta.statementStartDate
-        : (parsedStatementMeta?.statementStartDate ?? ''),
-    statementEndDate: localMeta?.statementEndDate != null && localMeta.statementEndDate !== ''
-        ? localMeta.statementEndDate
-        : (parsedStatementMeta?.statementEndDate ?? ''),
-});
-const getStatementParseFormView = ({ accountType, parsedStatementMeta, originalTransactions, statementUpdateLocalData, }) => {
-    const transactions = statementUpdateLocalData != null
-        ? buildStatementParseFormTransactions(originalTransactions, statementUpdateLocalData)
-        : originalTransactions.map(mapParsedTransactionToFormRow);
-    const localMeta = statementUpdateLocalData?.statementMeta;
-    const { statementStartDate, statementEndDate } = resolveStatementMetaDates(parsedStatementMeta, localMeta);
-    const { totalDeposits, totalPayments } = computeStatementTransactionTotals(filterFormTransactionsInPeriod(transactions, statementStartDate, statementEndDate));
-    const openingBalance = localMeta?.openingBalance ?? parsedStatementMeta?.openingBalance ?? 0;
-    const computedClosingBalance = computeStatementClosingBalance(openingBalance, totalDeposits, totalPayments, accountType);
-    return {
-        statementStartDate,
-        statementEndDate,
-        openingBalance,
-        closingBalance: localMeta?.closingBalance ?? computedClosingBalance,
-        totalDeposits: localMeta?.totalDeposits ?? totalDeposits,
-        totalPayments: localMeta?.totalPayments ?? totalPayments,
-        transactions: filterFormTransactionsInPeriod(transactions, statementStartDate, statementEndDate),
-    };
-};
-exports.getStatementParseFormView = getStatementParseFormView;
-const toStatementUpdateLocalDataFromFormView = ({ accountType, formView, parsedStatementMeta, originalTransactions, changedField, }) => {
-    const balanceFields = (0, exports.resolveStatementParseBalanceFields)(formView, changedField, accountType);
-    const currentTransactionIds = new Set(formView.transactions
-        .map((transaction) => transaction.statementTransactionId)
-        .filter((id) => id != null && id !== ''));
-    const added = [];
-    const updated = [];
-    formView.transactions.forEach((transaction) => {
-        const transactionDate = toApiDateString(transaction.transactionDate);
-        if (transaction.statementTransactionId == null) {
-            if (transaction.transactionDirection != null) {
-                added.push({
-                    amount: transaction.amount,
-                    transactionDate,
-                    transactionDirection: transaction.transactionDirection,
-                    transactionMemo: transaction.transactionMemo,
-                });
-            }
-            return;
-        }
-        const original = originalTransactions.find((candidate) => candidate.statementTransactionId === transaction.statementTransactionId);
-        if (original != null &&
-            (original.amount !== transaction.amount ||
-                toApiDateString(original.transactionDate) !== transactionDate ||
-                original.transactionMemo !== transaction.transactionMemo)) {
-            updated.push({
-                amount: transaction.amount,
-                transactionDate,
-                transactionDirection: transaction.transactionDirection,
-                transactionMemo: transaction.transactionMemo,
-                statementTransactionId: transaction.statementTransactionId,
-            });
-        }
-    });
-    const statementPeriod = {
-        statementStartDate: toApiDateString(formView.statementStartDate),
-        statementEndDate: toApiDateString(formView.statementEndDate),
-    };
-    const deletedIds = (0, exports.mergeStatementParseDeletedTransactionIds)(originalTransactions, statementPeriod, currentTransactionIds);
-    const deletedIdSet = new Set(deletedIds);
-    const inPeriodAdded = filterFormTransactionsInPeriod(added, statementPeriod.statementStartDate, statementPeriod.statementEndDate);
-    const inPeriodUpdated = updated.filter((transaction) => transaction.statementTransactionId != null &&
-        !deletedIdSet.has(transaction.statementTransactionId));
-    return {
-        statementMeta: {
-            closingBalance: balanceFields.closingBalance,
-            openingBalance: balanceFields.openingBalance,
-            statementDataStatus: parsedStatementMeta?.statementDataStatus ?? {
-                code: '',
-                label: '',
-            },
-            statementEndDate: statementPeriod.statementEndDate,
-            statementStartDate: statementPeriod.statementStartDate,
-            statementStatus: parsedStatementMeta?.statementStatus ?? {
-                code: '',
-                label: '',
-            },
-            statementUploadId: parsedStatementMeta?.statementUploadId ?? '',
-            totalDeposits: balanceFields.totalDeposits,
-            totalPayments: balanceFields.totalPayments,
-        },
-        statementTransactions: {
-            added: inPeriodAdded,
-            deletedIds,
-            updated: inPeriodUpdated,
-        },
-    };
-};
-exports.toStatementUpdateLocalDataFromFormView = toStatementUpdateLocalDataFromFormView;
-const applyStatementParseFormChange = ({ accountType, formView, changedField, parsedStatementMeta, originalTransactions, }) => {
-    const balanceFields = (0, exports.resolveStatementParseBalanceFields)(formView, changedField, accountType);
-    const shouldRecalculate = (0, exports.shouldRecalculateStatementParseBalances)(changedField);
-    const mergedFormView = shouldRecalculate
-        ? { ...formView, ...balanceFields }
-        : formView;
-    return {
-        didRecalculateBalances: shouldRecalculate,
-        formView: mergedFormView,
-        localData: (0, exports.toStatementUpdateLocalDataFromFormView)({
-            accountType,
-            formView: mergedFormView,
-            parsedStatementMeta,
-            originalTransactions,
-            changedField,
-        }),
-    };
-};
-exports.applyStatementParseFormChange = applyStatementParseFormChange;

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -2,7 +2,7 @@ import { Amount } from '../../../commonStateTypes/amount';
 import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
 import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { AccountType, ReconciliationAccountSourceType } from '../../../entity/account/accountState';
+import { ReconciliationAccountSourceType } from '../../../entity/account/accountState';
 import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
 import { CustomerBase } from '../../../entity/customer/customerState';
 import { VendorBase } from '../../../entity/vendor/vendorState';
@@ -251,6 +251,12 @@ export interface StatementTransactionForUpdate {
     transactionDate: string;
     transactionDirection: 'debit' | 'credit';
     transactionMemo: string;
+    /**
+     * Client-only stable id for unsaved added rows. Preserved across local-data
+     * rebuilds so form rows survive add/delete without index remapping. Not sent
+     * to the API.
+     */
+    id?: string;
     statementTransactionId?: string;
 }
 export interface StatementTransactionsUpdate {
@@ -258,49 +264,6 @@ export interface StatementTransactionsUpdate {
     deletedIds: string[];
     updated: StatementTransactionForUpdate[];
 }
-export type StatementParseManualBalanceField = 'totalDeposits' | 'totalPayments' | 'closingBalance';
-export interface StatementParseFormTransaction {
-    amount: number;
-    id: string;
-    transactionDate: string;
-    transactionDirection: 'debit' | 'credit';
-    transactionMemo: string;
-    statementTransactionId?: string;
-}
-export interface StatementParseFormView {
-    closingBalance: number;
-    openingBalance: number;
-    statementEndDate: string;
-    statementStartDate: string;
-    totalDeposits: number;
-    totalPayments: number;
-    transactions: StatementParseFormTransaction[];
-}
-export interface GetStatementParseFormViewInput {
-    originalTransactions: StatementTransaction[];
-    parsedStatementMeta: StatementMeta | undefined;
-    statementUpdateLocalData: StatementUpdateLocalData | undefined;
-    accountType?: AccountType;
-}
-export interface ToStatementUpdateLocalDataFromFormViewInput {
-    formView: StatementParseFormView;
-    originalTransactions: StatementTransaction[];
-    parsedStatementMeta: StatementMeta | undefined;
-    accountType?: AccountType;
-    changedField?: string;
-}
-export interface ApplyStatementParseFormChangeInput {
-    formView: StatementParseFormView;
-    originalTransactions: StatementTransaction[];
-    parsedStatementMeta: StatementMeta | undefined;
-    accountType?: AccountType;
-    changedField?: string;
-}
-export interface ApplyStatementParseFormChangeResult {
-    didRecalculateBalances: boolean;
-    formView: StatementParseFormView;
-    localData: StatementUpdateLocalData;
-}
 export interface StatementUpdateLocalData {
     statementMeta: StatementMeta;
     statementTransactions: StatementTransactionsUpdate;

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.d.ts

@@ -41,6 +41,7 @@ export interface OnboardingCustomerView {
     saveStatus: FetchStateAndError;
     uiState: OnboardingCustomerViewUIState;
     updateStatus: FetchStateAndError;
+    aiFinanceTeamAcknowledgementStatus?: FetchStateAndError;
     companyDetailsLocalData?: CompanyDetails;
     companyView?: CompanyView;
     externalConnections?: TenantExternalConnections;

package/lib/view/onboardingView/customerView/onboardingCustomerViewSelector.js

@@ -17,7 +17,7 @@ const setupViewSelector_1 = require("../../spendManagement/commonSetup/setupView
 const onboardingCustomerViewState_1 = require("./onboardingCustomerViewState");
 function getOnboardingCustomerView(state, companyId) {
     const { fileState, paymentAccountState, onboardingCustomerViewState, userState, userRoleState, subscriptionPaymentAccountState, companyConfigState, cardPaymentViewState, countryListState, addressViewState, } = state;
-    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
+    const { companyDetails, companyOfficerUpdateStatus, primaryContactDetails, subscriptionPaymentAccountIds, paymentAccountDetails, plaidConnectionDetails, parsingDocumentFileIds, updateStatus, saveStatus, aiFinanceTeamAcknowledgementStatus, currentStep, currentSubStep, uiState, fetchState, error, } = onboardingCustomerViewState;
     const { paymentAccountIds } = paymentAccountDetails;
     let subscriptionPaymentAccount;
     let paymentAccount;
@@ -154,6 +154,7 @@ function getOnboardingCustomerView(state, companyId) {
         fetchStatus,
         saveStatus,
         updateStatus,
+        aiFinanceTeamAcknowledgementStatus,
         qboConnected: onboardingInfo?.qboLinked.completed ?? false,
         isInterimEmailSent: onboardingInfo?.isInterimEmailSent ?? false,
     };

package/lib/view/recommendation/fetchEntityRecommendationsByTransactionIdEpic.js

@@ -13,7 +13,7 @@ const transactionDetailState_1 = require("../transactionDetail/transactionDetail
 const recommendationHelper_1 = require("./recommendationHelper");
 const recommendationReducer_1 = require("./recommendationReducer");
 const fetchEntityRecommendationsByTransactionIdEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(recommendationReducer_1.fetchEntityRecommendationsByTransactionId.match), (0, operators_1.switchMap)((action) => {
-    const { entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow, isFetchCOT, } = action.payload;
     const { expenseAutomationTransactionsViewState: { selectedTransactionCategorizationTab, }, } = state$.value;
     const query = {
         amount,
@@ -55,7 +55,7 @@ const fetchEntityRecommendationsByTransactionIdEpic = (actions$, state$, zeniAPI
             if (recommendationWithCOTByLineId != null) {
                 const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(state$.value.accountState, state$.value.accountListState, 'accountList');
                 if (isTransactionCategorizationFlow === true) {
-                    actions.push((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(selectedTransactionCategorizationTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
+                    actions.push((0, transactionsViewReducer_1.setEntityRecommendationForLineIdsForCategorization)(selectedTransactionCategorizationTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, (0, tenantSelector_1.getIsAccountingClassesEnabled)(state$.value)));
                 }
                 else {
                     actions.push((0, transactionDetailReducer_1.setEntityRecommendationForLineIdsForTransactionDetail)(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));