@zeniai/client-epic-state 5.1.62-betaRD1 → 5.1.62-betaRD2

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

@@ -14,6 +14,19 @@ import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from
 import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
 import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
 import { getNewScheduleView } from './jeNewScheduleViewSelector';
+// Matches the AI-automation user addresses webc's schedule list row already
+// checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
+// strings.ts aiBotEmail/botEmail) to determine whether a schedule was
+// created by the AI accountant vs. a human.
+const AI_BOT_EMAIL = 'ai@zeni.ai';
+const BOT_EMAIL = 'bot@zeni.ai';
+// Exported (rather than kept as a closure inside the selector) so it can be
+// unit-tested directly — confidenceScore is a separate, more narrowly
+// populated field that can be null on a schedule the bot user created,
+// which previously caused these schedules to display as "AI Accountant" in
+// the list but count under "Manual" in the KPI summary.
+export const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
+    schedule.createdByUser?.email === BOT_EMAIL;
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
@@ -147,7 +160,8 @@ export function getExpenseAutomationJESchedulesView(state) {
     const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (schedule.baseTransaction.amount.amount ?? 0), 0);
     const pendingReviewTotal = sumAmount(pendingReviewSchedules);
     const createdTotal = sumAmount(createdSchedules);
-    const aiAccountantSchedules = allSchedules.filter((schedule) => schedule.confidenceScore != null);
+    const aiAccountantSchedules = allSchedules.filter(isAiAccountantSchedule);
+    const manualSchedules = allSchedules.filter((schedule) => !isAiAccountantSchedule(schedule));
     const pendingUnfiltered = allSchedules.filter((schedule) => schedule.status.code === 'draft');
     const kpiSummary = {
         aiAccountant: {
@@ -155,9 +169,8 @@ export function getExpenseAutomationJESchedulesView(state) {
             amount: sumAmount(aiAccountantSchedules),
         },
         manual: {
-            count: allSchedules.filter((schedule) => schedule.confidenceScore == null)
-                .length,
-            amount: sumAmount(allSchedules.filter((schedule) => schedule.confidenceScore == null)),
+            count: manualSchedules.length,
+            amount: sumAmount(manualSchedules),
         },
         needsReview: {
             count: pendingUnfiltered.length,

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

@@ -1,6 +1,7 @@
 import { JEScheduledTransaction, ScheduledJournalEntry } from '../../../entity/jeSchedules/jeSchedulesSelector';
 import { RootState } from '../../../reducer';
 import { ExpenseAutomationJESchedulesViewSelector } from '../selectorTypes/jeSchedulesSelectorTypes';
+export declare const isAiAccountantSchedule: (schedule: JEScheduledTransaction | JEScheduledTransactionWithFailedEntries) => boolean;
 export declare function getExpenseAutomationJESchedulesView(state: RootState): ExpenseAutomationJESchedulesViewSelector;
 export interface JEScheduledTransactionWithFailedEntries extends Omit<JEScheduledTransaction, 'scheduledJournalEntry'> {
     scheduledJournalEntry: ScheduledJournalEntry;

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

@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.isAiAccountantSchedule = void 0;
 exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
 const omit_1 = __importDefault(require("lodash/omit"));
 const orderBy_1 = __importDefault(require("lodash/orderBy"));
@@ -20,6 +21,20 @@ const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/schedu
 const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
 const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
 const jeNewScheduleViewSelector_1 = require("./jeNewScheduleViewSelector");
+// Matches the AI-automation user addresses webc's schedule list row already
+// checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
+// strings.ts aiBotEmail/botEmail) to determine whether a schedule was
+// created by the AI accountant vs. a human.
+const AI_BOT_EMAIL = 'ai@zeni.ai';
+const BOT_EMAIL = 'bot@zeni.ai';
+// Exported (rather than kept as a closure inside the selector) so it can be
+// unit-tested directly — confidenceScore is a separate, more narrowly
+// populated field that can be null on a schedule the bot user created,
+// which previously caused these schedules to display as "AI Accountant" in
+// the list but count under "Manual" in the KPI summary.
+const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
+    schedule.createdByUser?.email === BOT_EMAIL;
+exports.isAiAccountantSchedule = isAiAccountantSchedule;
 function getJEScheduleSortAccessor(sortKey) {
     switch (sortKey) {
         case 'vendor':
@@ -153,7 +168,8 @@ function getExpenseAutomationJESchedulesView(state) {
     const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (schedule.baseTransaction.amount.amount ?? 0), 0);
     const pendingReviewTotal = sumAmount(pendingReviewSchedules);
     const createdTotal = sumAmount(createdSchedules);
-    const aiAccountantSchedules = allSchedules.filter((schedule) => schedule.confidenceScore != null);
+    const aiAccountantSchedules = allSchedules.filter(exports.isAiAccountantSchedule);
+    const manualSchedules = allSchedules.filter((schedule) => !(0, exports.isAiAccountantSchedule)(schedule));
     const pendingUnfiltered = allSchedules.filter((schedule) => schedule.status.code === 'draft');
     const kpiSummary = {
         aiAccountant: {
@@ -161,9 +177,8 @@ function getExpenseAutomationJESchedulesView(state) {
             amount: sumAmount(aiAccountantSchedules),
         },
         manual: {
-            count: allSchedules.filter((schedule) => schedule.confidenceScore == null)
-                .length,
-            amount: sumAmount(allSchedules.filter((schedule) => schedule.confidenceScore == null)),
+            count: manualSchedules.length,
+            amount: sumAmount(manualSchedules),
         },
         needsReview: {
             count: pendingUnfiltered.length,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.1.62-betaRD1",
+  "version": "5.1.62-betaRD2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",