@zeniai/client-epic-state 5.1.58 → 5.1.60

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

@@ -121,7 +121,7 @@ const expenseAutomationTransactionsView = 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,
@@ -132,7 +132,6 @@ const expenseAutomationTransactionsView = createSlice({
                         cacheOverride,
                         refreshViewInBackground,
                         resetListItems,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -200,7 +199,7 @@ const expenseAutomationTransactionsView = 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,
@@ -211,13 +210,12 @@ const expenseAutomationTransactionsView = 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,
@@ -228,7 +226,6 @@ const expenseAutomationTransactionsView = createSlice({
                         totalCount,
                         lineItemsByTransactionIds,
                         refreshViewInBackground,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -332,13 +329,12 @@ const expenseAutomationTransactionsView = createSlice({
             });
         },
         saveTransactionCategorization: {
-            prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionIds, cotTrackingByTransactionId) {
                 return {
                     payload: {
                         selectedTab,
                         transactionIds,
                         cotTrackingByTransactionId,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -412,21 +408,20 @@ const expenseAutomationTransactionsView = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId, undefined);
                 const existingAccount = transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]
@@ -452,7 +447,7 @@ const expenseAutomationTransactionsView = createSlice({
                     const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
                         .selectedCheckBoxTransactionIds;
                     if (selectedTransaction != null &&
-                        shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                        shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                         draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                             ...selectedCheckBoxTransactionIds,
                             transactionId,
@@ -475,7 +470,7 @@ const expenseAutomationTransactionsView = createSlice({
                                     : existingProjectId !== selectedProjectBase?.projectId
                                         ? 'project'
                                         : 'class';
-                            const { localData, similarTransactionUpdated } = toSetAllLineItemsToCategoryClass(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, updatedItem, uncategorizedAccounts, selectedTab, vendorId, customerId, selectedAccount, selectedClassBase, selectedProjectBase, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                            const { localData, similarTransactionUpdated } = 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,
@@ -494,7 +489,7 @@ const expenseAutomationTransactionsView = 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,
@@ -510,13 +505,12 @@ const expenseAutomationTransactionsView = 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,
@@ -528,16 +522,15 @@ const expenseAutomationTransactionsView = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
                     .transactionReviewLocalDataById, transactionId.id, undefined);
                 if (transactionLocalData != null) {
-                    const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
+                    const newLocalData = 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
@@ -710,7 +703,7 @@ const expenseAutomationTransactionsView = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
                 .transactionReviewLocalDataById, transactionId, undefined);
             if (transactionLocalData != null) {
@@ -763,7 +756,7 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.customer != null &&
                     newTransactionLocalData.customer.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -780,7 +773,7 @@ const expenseAutomationTransactionsView = 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 = recordGet(draft.transactionCategorizationView[selectedTab]
                 .transactionReviewLocalDataById, transactionId, undefined);
             if (transactionLocalData != null) {
@@ -837,7 +830,7 @@ const expenseAutomationTransactionsView = createSlice({
                     .selectedCheckBoxTransactionIds;
                 if (newTransactionLocalData.vendor != null &&
                     newTransactionLocalData.vendor.id != null &&
-                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
+                    shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, isAccountingClassesEnabled)) {
                     draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
                         ...selectedCheckBoxTransactionIds,
                         transactionId,
@@ -885,12 +878,11 @@ const expenseAutomationTransactionsView = createSlice({
                     error: undefined,
                 };
             },
-            prepare(selectedTab, transactionsInReview, isUncategorizedExpenseCategoryEnabled) {
+            prepare(selectedTab, transactionsInReview) {
                 return {
                     payload: {
                         selectedTab,
                         transactionsInReview,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },
@@ -1000,19 +992,17 @@ const expenseAutomationTransactionsView = 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;
@@ -1034,7 +1024,7 @@ const expenseAutomationTransactionsView = createSlice({
                 }
                 // Partially reviewed: rebuild review tab local data with pending review lines
                 if (existsInReview) {
-                    const newLocalData = toTransactionDetailLocalData(updatedTransaction, 'review', pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled);
+                    const newLocalData = toTransactionDetailLocalData(updatedTransaction, 'review', pendingReviewLineIds);
                     reviewTabView.transactionReviewLocalDataById[txnId] = {
                         transactionId: txnId,
                         transactionReviewLocalData: {
@@ -1053,11 +1043,10 @@ const expenseAutomationTransactionsView = createSlice({
             },
         },
         backgroundRefetchReviewTab: {
-            prepare(period, isUncategorizedExpenseCategoryEnabled) {
+            prepare(period) {
                 return {
                     payload: {
                         period,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

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

@@ -64,117 +64,6 @@ export const getDateFilteredDeletedTransactionIds = (allParsedTransactions, stat
         !isStatementTransactionInPeriod(transaction.transactionDate, statementPeriod.statementStartDate, statementPeriod.statementEndDate))
         .map((transaction) => transaction.statementTransactionId);
 };
-const roundCurrency = (value) => Math.round(value * 100) / 100;
-const toApiDateString = (value) => {
-    if (value == null || value === '') {
-        return '';
-    }
-    return 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 = date(statementStartDate).startOf('day');
-    const periodEnd = date(statementEndDate).startOf('day');
-    return transactions.filter((txn) => {
-        if (txn.transactionDate === '') {
-            return true;
-        }
-        const txnDate = date(txn.transactionDate).startOf('day');
-        return (txnDate.isSameOrAfter(periodStart, 'day') &&
-            txnDate.isSameOrBefore(periodEnd, 'day'));
-    });
-};
-export const isStatementParseTransactionFieldChange = (changedField) => changedField === 'transactions' ||
-    changedField?.startsWith('transactions.') === true;
-const isStatementParseBalanceAffectingTransactionFieldChange = (changedField) => {
-    if (changedField === 'transactions') {
-        return true;
-    }
-    if (changedField?.startsWith('transactions.') !== true) {
-        return false;
-    }
-    return !changedField.endsWith('.transactionMemo');
-};
-export const isStatementParseManualBalanceField = (field) => field === 'totalDeposits' ||
-    field === 'totalPayments' ||
-    field === 'closingBalance';
-export const shouldRecalculateStatementParseBalances = (changedField) => isStatementParseBalanceAffectingTransactionFieldChange(changedField) ||
-    changedField === 'statementStartDate' ||
-    changedField === 'statementEndDate';
-export const resolveStatementParseBalanceFields = (formView, changedField, accountType) => {
-    const inPeriodTransactions = filterFormTransactionsInPeriod(formView.transactions, formView.statementStartDate, formView.statementEndDate);
-    const { totalDeposits, totalPayments } = computeStatementTransactionTotals(inPeriodTransactions);
-    if (!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),
-    };
-};
-export 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));
-};
-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];
-};
 export const mergeStatementParseDeletedTransactionIds = (originalTransactions, statementPeriod, currentTransactionIds) => {
     const dateFilteredDeletedIds = getDateFilteredDeletedTransactionIds(originalTransactions, statementPeriod);
     const dateFilteredDeletedIdSet = new Set(dateFilteredDeletedIds);
@@ -185,116 +74,3 @@ export const mergeStatementParseDeletedTransactionIds = (originalTransactions, s
         .map((transaction) => transaction.statementTransactionId);
     return [...new Set([...userDeletedIds, ...dateFilteredDeletedIds])];
 };
-const resolveStatementMetaDates = (parsedStatementMeta, localMeta) => ({
-    statementStartDate: localMeta?.statementStartDate != null && localMeta.statementStartDate !== ''
-        ? localMeta.statementStartDate
-        : (parsedStatementMeta?.statementStartDate ?? ''),
-    statementEndDate: localMeta?.statementEndDate != null && localMeta.statementEndDate !== ''
-        ? localMeta.statementEndDate
-        : (parsedStatementMeta?.statementEndDate ?? ''),
-});
-export 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),
-    };
-};
-export const toStatementUpdateLocalDataFromFormView = ({ accountType, formView, parsedStatementMeta, originalTransactions, changedField, }) => {
-    const balanceFields = 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 = 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,
-        },
-    };
-};
-export const applyStatementParseFormChange = ({ accountType, formView, changedField, parsedStatementMeta, originalTransactions, }) => {
-    const balanceFields = resolveStatementParseBalanceFields(formView, changedField, accountType);
-    const shouldRecalculate = shouldRecalculateStatementParseBalances(changedField);
-    const mergedFormView = shouldRecalculate
-        ? { ...formView, ...balanceFields }
-        : formView;
-    return {
-        didRecalculateBalances: shouldRecalculate,
-        formView: mergedFormView,
-        localData: toStatementUpdateLocalDataFromFormView({
-            accountType,
-            formView: mergedFormView,
-            parsedStatementMeta,
-            originalTransactions,
-            changedField,
-        }),
-    };
-};

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

@@ -11,7 +11,7 @@ import { getCompanyAndIdentityDetails, } from '../../spendManagement/commonSetup
 import { ALL_ONBOARDING_STEPS, ALL_ZENI_USER_BOOKKEEPING_ONBOARDING_STEPS, ALL_ZENI_USER_ONBOARDING_STEPS, REQUIRED_ONBOARDING_STEPS, ZENI_USER_REQUIRED_ONBOARDING_STEPS, emptyAiAgentsActivationSubview, toOnboardingStepType, } from './onboardingCustomerViewState';
 export 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;
@@ -148,6 +148,7 @@ export function getOnboardingCustomerView(state, companyId) {
         fetchStatus,
         saveStatus,
         updateStatus,
+        aiFinanceTeamAcknowledgementStatus,
         qboConnected: onboardingInfo?.qboLinked.completed ?? false,
         isInterimEmailSent: onboardingInfo?.isInterimEmailSent ?? false,
     };

package/lib/esm/view/recommendation/fetchEntityRecommendationsByTransactionIdEpic.js

@@ -10,7 +10,7 @@ import { getActualTransactionID } from '../transactionDetail/transactionDetailSt
 import { getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, getRecommendationFromRecommendationPayload, } from './recommendationHelper';
 import { fetchEntityRecommendationsByTransactionId, updateRecommendationForEntity, updateRecommendationForEntityFailure, } from './recommendationReducer';
 export const fetchEntityRecommendationsByTransactionIdEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchEntityRecommendationsByTransactionId.match), switchMap((action) => {
-    const { entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow, isFetchCOT, } = action.payload;
     const { expenseAutomationTransactionsViewState: { selectedTransactionCategorizationTab, }, } = state$.value;
     const query = {
         amount,
@@ -52,7 +52,7 @@ export const fetchEntityRecommendationsByTransactionIdEpic = (actions$, state$,
             if (recommendationWithCOTByLineId != null) {
                 const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
                 if (isTransactionCategorizationFlow === true) {
-                    actions.push(setEntityRecommendationForLineIdsForCategorization(selectedTransactionCategorizationTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
+                    actions.push(setEntityRecommendationForLineIdsForCategorization(selectedTransactionCategorizationTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, getIsAccountingClassesEnabled(state$.value)));
                 }
                 else {
                     actions.push(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));

package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js

@@ -37,7 +37,7 @@ const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR
 export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchEntityRecommendationsForLineUpdate.match), groupBy((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe(debounce(() => timer(GROUP_INACTIVITY_TIMEOUT_MS)))), mergeMap((group$) => group$.pipe(switchMap((action) => {
     const payload = action.payload;
     const { transactionId, transaction, lineIds } = payload.transactionDetails;
-    const { entity, amount, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = payload;
+    const { entity, amount, isFetchCOT, } = payload;
     // The vendor "Update all lines" popup on the detail page watches
     // its own transaction-level fetch status, separate from the
     // per-line statuses below — surface completion/failure there too
@@ -84,7 +84,7 @@ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, ze
             : getTransactionWithCOT(transaction);
         const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
         if (payload.flowType === 'categorization') {
-            return of(setEntityRecommendationForLineIdsForCategorization(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
+            return of(setEntityRecommendationForLineIdsForCategorization(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, getIsAccountingClassesEnabled(state$.value)));
         }
         return emitWithBulkStatus(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense), isBulkDetailFetch
             ? updateVendorBulkRecommendationsFetchStatus(transactionId, 'Completed')

package/lib/esm/view/recommendation/recommendationReducer.js

@@ -19,7 +19,7 @@ const recommendation = createSlice({
                     };
                 }
             },
-            prepare(entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow = false, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
+            prepare(entity, amount, transactionDetails, isBulkFetch, isTransactionCategorizationFlow = false, isFetchCOT = false) {
                 return {
                     payload: {
                         entity,
@@ -28,7 +28,6 @@ const recommendation = createSlice({
                         isBulkFetch,
                         isTransactionCategorizationFlow,
                         isFetchCOT,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },

package/lib/esm/view/transactionDetail/epics/saveTransactionDetailEpic.js

@@ -7,7 +7,7 @@ import { saveTransactionDetail, updateTransactionDetail, } from '../transactionD
 import { getTransactionDetailKey } from '../transactionDetailState';
 import { toTransactionUpdatesFromTransactionDetailLocalData } from './saveTransactionHelper';
 export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(filter(saveTransactionDetail.match), mergeMap((action) => {
-    const { transactionId, cotTransactionTracking, isExpenseAutomationEnabled, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { transactionId, cotTransactionTracking, isExpenseAutomationEnabled, } = action.payload;
     const fetchActions = [];
     const transactionDetailState = state$.value.transactionDetailState;
     const transactionState = state$.value.transactionState;
@@ -18,7 +18,7 @@ export const saveTransactionDetailEpic = (actions$, state$) => actions$.pipe(fil
     if (detail != null && transaction != null) {
         const localData = detail.transactionDetailLocalData;
         const transactionSaveUpdates = toTransactionUpdatesFromTransactionDetailLocalData(localData, transaction, isExpenseAutomationEnabled, isAccountingProjectsEnabled);
-        fetchActions.push(updateTransactionDetail(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled));
+        fetchActions.push(updateTransactionDetail(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking));
         return from(fetchActions);
     }
     return from(fetchActions);

package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -29,7 +29,7 @@ import { getTransactionDetailKey, } from '../transactionDetailState';
 export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionDetail.match), mergeMap((action) => {
     const { transactionState, vendorState, transactionDetailState } = state$.value;
     const isAccountingProjectsEnabled = getIsAccountingProjectsEnabled(state$.value);
-    const { cotTransactionTracking, transactionId, transactionSaveUpdates, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    const { cotTransactionTracking, transactionId, transactionSaveUpdates, } = action.payload;
     return zeniAPI
         .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking, isAccountingProjectsEnabled))
         .pipe(mergeMap((response) => {
@@ -82,7 +82,7 @@ export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => action
             actions.push(updateTransactions([response.data.transaction], (value) => value.transaction_id, 'merge'));
             const transactionWithCOT = getTransactionWithCOT(transaction);
             const pendingReviewLineIds = getPendingReviewLineIdsFromTransaction(transactionWithCOT);
-            actions.push(syncTransactionCategorizationFromDetailSave(transactionIdResp, transactionWithCOT, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled));
+            actions.push(syncTransactionCategorizationFromDetailSave(transactionIdResp, transactionWithCOT, pendingReviewLineIds));
             return from(actions);
         }
         else if (isActionNotAllowed(response)) {

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

@@ -105,14 +105,13 @@ const transactionDetail = createSlice({
                     };
                 }
             },
-            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking, isUncategorizedExpenseCategoryEnabled) {
+            prepare(transactionId, transactionSaveUpdates, isExpenseAutomationEnabled, cotTransactionTracking) {
                 return {
                     payload: {
                         transactionId,
                         transactionSaveUpdates,
                         isExpenseAutomationEnabled,
                         cotTransactionTracking,
-                        isUncategorizedExpenseCategoryEnabled,
                     },
                 };
             },