@zeniai/client-epic-state 5.1.62-betaRD1 → 5.1.63

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Files changed (52) hide show
  1. package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +0 -2
  2. package/lib/entity/jeSchedules/jeSchedulesPayload.js +0 -2
  3. package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts +0 -4
  4. package/lib/entity/jeSchedules/jeSchedulesSelector.js +1 -11
  5. package/lib/entity/jeSchedules/jeSchedulesState.d.ts +0 -2
  6. package/lib/epic.d.ts +1 -5
  7. package/lib/epic.js +1 -5
  8. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +0 -2
  9. package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +1 -11
  10. package/lib/esm/epic.js +1 -5
  11. package/lib/esm/index.js +4 -7
  12. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +2 -15
  13. package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +6 -126
  14. package/lib/esm/view/expenseAutomationView/reducers/reconciliationViewReducer.js +30 -2
  15. package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +11 -65
  16. package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +6 -3
  17. package/lib/index.d.ts +6 -9
  18. package/lib/index.js +48 -66
  19. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +1 -14
  20. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +0 -1
  21. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +8 -36
  22. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +7 -128
  23. package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +30 -2
  24. package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +4 -29
  25. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +11 -65
  26. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +6 -53
  27. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -5
  28. package/package.json +1 -1
  29. package/lib/entity/transaction/scheduleTransactionHelper.d.ts +0 -15
  30. package/lib/entity/transaction/scheduleTransactionHelper.js +0 -43
  31. package/lib/esm/entity/transaction/scheduleTransactionHelper.js +0 -39
  32. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -21
  33. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -110
  34. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -44
  35. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -22
  36. package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -152
  37. package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -1
  38. package/lib/esm/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -71
  39. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts +0 -8
  40. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -25
  41. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.d.ts +0 -45
  42. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -114
  43. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.d.ts +0 -8
  44. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -48
  45. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts +0 -6
  46. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -26
  47. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.d.ts +0 -43
  48. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -158
  49. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts +0 -25
  50. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -2
  51. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts +0 -10
  52. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -76
@@ -1,29 +1,22 @@
1
1
  import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
2
- import { Amount } from '../../../commonStateTypes/amount';
3
2
  import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
4
3
  import { Recommendation } from '../../../commonStateTypes/recommendationBase';
5
4
  import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
6
- import { MonthYearPeriodId, ScheduleDaysOfMonth } from '../../../commonStateTypes/timePeriod';
5
+ import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
7
6
  import { AccountBase } from '../../../entity/account/accountState';
8
- import { JEScheduleTransactionKey, ScheduleJournalEntryStatusCodeType, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
9
- import { TransactionID } from '../../../entity/transaction/stateTypes/transaction';
7
+ import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
10
8
  import { VendorBase } from '../../../entity/vendor/vendorState';
11
- import { ZeniDate } from '../../../zeniDayJS';
12
- import { JETransactionLink } from '../../scheduleView/scheduleDetailView/scheduleDetailState';
13
- export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "jePostingDate" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "remainingMonths";
9
+ export declare const toJEScheduleSortKey: (v: string) => "vendor" | "type" | "category" | "class" | "memo" | "transactionDate" | "totalAmount" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "jePostingDate" | "remainingMonths";
14
10
  export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
15
- export declare const toJEPageTab: (v: string) => "schedules" | "existing_schedules";
16
- export type JEPageTab = ReturnType<typeof toJEPageTab>;
11
+ export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
12
+ export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
17
13
  export interface JESchedulesViewUIState {
18
- createdGroupCollapsed: boolean;
19
- pendingGroupCollapsed: boolean;
20
14
  scrollPosition: {
21
15
  scrollTop: number;
22
16
  scrollLeft?: number;
23
17
  } | undefined;
24
18
  searchString: string;
25
- selectedJETypeFilter: ScheduleTypes | null;
26
- selectedPageTab: JEPageTab;
19
+ selectedMainTab: JEScheduleMainTab;
27
20
  sortKey: JEScheduleSortKey;
28
21
  sortOrder: SortOrder;
29
22
  totalCount: number;
@@ -44,50 +37,10 @@ export interface JESchedulesViewState extends FetchedState {
44
37
  ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
45
38
  jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
46
39
  jeScheduleTransactionKeysByPeriod: Record<MonthYearPeriodId, JEScheduleTransactionKey[]>;
47
- newSchedule: NewJeScheduleState;
48
40
  postStatusById: Record<ID, FetchStateAndError>;
49
41
  refreshStatus: FetchStateAndError;
50
42
  uiState: JESchedulesViewUIState;
51
43
  }
52
- export interface NewJeDetailLocalData {
53
- amount: Amount;
54
- jeLink: JETransactionLink;
55
- memo: string;
56
- postingDate: ZeniDate;
57
- postingStatus: ScheduleJournalEntryStatusCodeType;
58
- runningBalance: Amount;
59
- }
60
- export interface NewScheduleLocalData {
61
- jeScheduleDetails: NewJeDetailLocalData[];
62
- scheduleType: ScheduleTypes;
63
- lastDayOfMonth?: boolean;
64
- selectedAccount?: ID;
65
- selectedBaseTransactionId?: TransactionID;
66
- selectedClass?: ID;
67
- selectedDate?: ZeniDate;
68
- selectedDayOfMonth?: ScheduleDaysOfMonth;
69
- selectedJEScheduleKey?: JEScheduleTransactionKey;
70
- selectedMonths?: number;
71
- selectedVendor?: VendorBase;
72
- }
73
- export interface NewScheduleLocalDataFixedAssets extends NewScheduleLocalData {
74
- assetId?: string;
75
- selectedAccumulatedDepreciationCategory?: ID;
76
- }
77
- export interface SearchTransactionsState extends FetchStateAndError {
78
- searchResults: ID[];
79
- searchString?: string;
80
- }
81
- export declare const MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;
82
- export interface NewJeScheduleState extends FetchStateAndError {
83
- newScheduleState: {
84
- fixed_assets: NewScheduleLocalDataFixedAssets;
85
- prepaid_expenses: NewScheduleLocalData;
86
- };
87
- saveStatus: FetchStateAndError;
88
- searchTransactions: SearchTransactionsState;
89
- selectedDetailScheduleType?: ScheduleTypes;
90
- }
91
44
  export interface AccountSettingsLocalData {
92
45
  previousAccruedExpensesAccount: AccountBase[];
93
46
  previousFixedAssetsAccount: AccountBase[];
@@ -1,6 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.MIN_NEW_SCHEDULE_SEARCH_LENGTH = exports.toJEPageTab = exports.toJEScheduleSortKey = void 0;
3
+ exports.toJEScheduleMainTab = exports.toJEScheduleSortKey = void 0;
4
4
  const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
5
5
  const JE_SCHEDULE_SORT_KEYS = [
6
6
  'vendor',
@@ -20,7 +20,10 @@ const JE_SCHEDULE_SORT_KEYS = [
20
20
  ];
21
21
  const toJEScheduleSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_SORT_KEYS);
22
22
  exports.toJEScheduleSortKey = toJEScheduleSortKey;
23
- const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
24
- const toJEPageTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_PAGE_TABS);
25
- exports.toJEPageTab = toJEPageTab;
26
- exports.MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;
23
+ const JE_SCHEDULE_MAIN_TABS = [
24
+ 'pending_review',
25
+ 'ongoing',
26
+ 'completed',
27
+ ];
28
+ const toJEScheduleMainTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_MAIN_TABS);
29
+ exports.toJEScheduleMainTab = toJEScheduleMainTab;
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@zeniai/client-epic-state",
3
- "version": "5.1.62-betaRD1",
3
+ "version": "5.1.63",
4
4
  "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
5
5
  "main": "lib/index.js",
6
6
  "module": "lib/esm/index.js",
@@ -1,15 +0,0 @@
1
- import { ID } from '../../commonStateTypes/common';
2
- import { ScheduleTransaction } from './stateTypes/scheduleTransaction';
3
- import { Line, TransactionWithAccountAndClassLine } from './stateTypes/transactionLine';
4
- import { SupportedTransaction } from './transactionState';
5
- export declare function hasAccountAndClassDetail(line: Line): line is TransactionWithAccountAndClassLine;
6
- /**
7
- * Builds a ScheduleTransaction directly from a Base Transaction search result
8
- * (SupportedTransaction) and the chosen line, for schedule types where the
9
- * user selects a transaction the search endpoint already returned — as
10
- * opposed to the legacy flow's ScheduleTransaction, which only ever arrives
11
- * via a GET /1.0/schedules/:id round trip. transaction.qboId stands in for
12
- * thirdPartyTransactionId since this search endpoint doesn't send a field by
13
- * that name, but qbo_id is the same identifier.
14
- */
15
- export declare function mapSupportedTransactionLineToScheduleTransaction(transaction: SupportedTransaction, lineId: ID): ScheduleTransaction | undefined;
@@ -1,43 +0,0 @@
1
- "use strict";
2
- Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.hasAccountAndClassDetail = hasAccountAndClassDetail;
4
- exports.mapSupportedTransactionLineToScheduleTransaction = mapSupportedTransactionLineToScheduleTransaction;
5
- function hasAccountAndClassDetail(line) {
6
- return 'account' in line;
7
- }
8
- /**
9
- * Builds a ScheduleTransaction directly from a Base Transaction search result
10
- * (SupportedTransaction) and the chosen line, for schedule types where the
11
- * user selects a transaction the search endpoint already returned — as
12
- * opposed to the legacy flow's ScheduleTransaction, which only ever arrives
13
- * via a GET /1.0/schedules/:id round trip. transaction.qboId stands in for
14
- * thirdPartyTransactionId since this search endpoint doesn't send a field by
15
- * that name, but qbo_id is the same identifier.
16
- */
17
- function mapSupportedTransactionLineToScheduleTransaction(transaction, lineId) {
18
- if (transaction.qboId == null || transaction.qboId === '') {
19
- return undefined;
20
- }
21
- const line = transaction.lines?.find((candidate) => candidate.id === lineId);
22
- if (line == null || !hasAccountAndClassDetail(line)) {
23
- return undefined;
24
- }
25
- return {
26
- id: transaction.id,
27
- type: transaction.type,
28
- typeOfTransaction: 'schedule',
29
- typeName: transaction.typeName,
30
- date: transaction.date,
31
- memo: transaction.memo,
32
- description: transaction.description,
33
- lineId: line.id,
34
- thirdPartyTransactionId: transaction.qboId,
35
- account: line.account,
36
- classBase: line.class,
37
- amount: line.amount,
38
- currency: {
39
- currencyCode: line.amount.currencyCode,
40
- currencySymbol: line.amount.currencySymbol,
41
- },
42
- };
43
- }
@@ -1,39 +0,0 @@
1
- export function hasAccountAndClassDetail(line) {
2
- return 'account' in line;
3
- }
4
- /**
5
- * Builds a ScheduleTransaction directly from a Base Transaction search result
6
- * (SupportedTransaction) and the chosen line, for schedule types where the
7
- * user selects a transaction the search endpoint already returned — as
8
- * opposed to the legacy flow's ScheduleTransaction, which only ever arrives
9
- * via a GET /1.0/schedules/:id round trip. transaction.qboId stands in for
10
- * thirdPartyTransactionId since this search endpoint doesn't send a field by
11
- * that name, but qbo_id is the same identifier.
12
- */
13
- export function mapSupportedTransactionLineToScheduleTransaction(transaction, lineId) {
14
- if (transaction.qboId == null || transaction.qboId === '') {
15
- return undefined;
16
- }
17
- const line = transaction.lines?.find((candidate) => candidate.id === lineId);
18
- if (line == null || !hasAccountAndClassDetail(line)) {
19
- return undefined;
20
- }
21
- return {
22
- id: transaction.id,
23
- type: transaction.type,
24
- typeOfTransaction: 'schedule',
25
- typeName: transaction.typeName,
26
- date: transaction.date,
27
- memo: transaction.memo,
28
- description: transaction.description,
29
- lineId: line.id,
30
- thirdPartyTransactionId: transaction.qboId,
31
- account: line.account,
32
- classBase: line.class,
33
- amount: line.amount,
34
- currency: {
35
- currencyCode: line.amount.currencyCode,
36
- currencySymbol: line.amount.currencySymbol,
37
- },
38
- };
39
- }
@@ -1,21 +0,0 @@
1
- import { from } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { fetchAccountList } from '../../../../accountList/accountListReducer';
4
- import { fetchClassList } from '../../../../classList/classListReducer';
5
- import { getAccountsTypesForScheduleEpics } from '../../../../scheduleView/scheduleListView/scheduleListHelper';
6
- import { clearSearchTransactionsForNewSchedule, initializeNewSchedule, resetNewScheduleLocalData, } from '../../../reducers/jeSchedulesViewReducer';
7
- export const initializeNewScheduleEpic = (actions$, state$) => actions$.pipe(filter(initializeNewSchedule.match), mergeMap((action) => {
8
- const newScheduleActions = [];
9
- const accountType = getAccountsTypesForScheduleEpics();
10
- const { accountListState, classListState } = state$.value;
11
- if (accountListState.byReportId[accountType.accountListKey]?.fetchState ===
12
- 'Not-Started') {
13
- newScheduleActions.push(fetchAccountList(accountType.accountListKey, true, false, false, false, accountType.allowedAccountList));
14
- }
15
- if (classListState.fetchState === 'Not-Started') {
16
- newScheduleActions.push(fetchClassList());
17
- }
18
- newScheduleActions.push(resetNewScheduleLocalData({ scheduleType: action.payload.scheduleType }));
19
- newScheduleActions.push(clearSearchTransactionsForNewSchedule());
20
- return from(newScheduleActions);
21
- }));
@@ -1,110 +0,0 @@
1
- import { from } from 'rxjs';
2
- import { catchError, filter, mergeMap } from 'rxjs/operators';
3
- import { updateJESchedules, updateJESchedulesDetails, } from '../../../../../entity/jeSchedules/jeSchedulesReducer';
4
- import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
5
- import { getSupportedTransactionById } from '../../../../../entity/transaction/transactionSelector';
6
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
7
- import { prepareNewSchedulePayload, } from '../../../helpers/newScheduleLocalDataHelper';
8
- import { resetNewScheduleLocalData, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
9
- const FAILURE_REASON_MESSAGES = {
10
- multi_line_not_supported: 'This transaction has multiple lines and cannot be scheduled yet.',
11
- missing_third_party_id: 'This transaction is missing a QuickBooks reference and cannot be scheduled.',
12
- missing_vendor: 'Select a vendor before saving this schedule.',
13
- };
14
- export const saveNewScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(saveNewSchedule.match), mergeMap((action) => {
15
- const { scheduleType } = action.payload;
16
- const state = state$.value;
17
- const localData = state.expenseAutomationJESchedulesViewState.newSchedule
18
- .newScheduleState[scheduleType];
19
- const transactionId = localData.selectedBaseTransactionId?.id;
20
- const transaction = transactionId != null
21
- ? getSupportedTransactionById(state.transactionState, transactionId)
22
- : undefined;
23
- if (transaction == null) {
24
- return from([
25
- saveNewScheduleFailure({
26
- status: createZeniAPIStatus('Unexpected Error', 'No base transaction selected for this schedule.'),
27
- }),
28
- openSnackbar({
29
- messageSection: 'create_schedule',
30
- messageText: 'failed',
31
- type: 'error',
32
- variables: [
33
- {
34
- variableName: '_api-error_',
35
- variableValue: 'No base transaction selected.',
36
- },
37
- ],
38
- }),
39
- ]);
40
- }
41
- const result = prepareNewSchedulePayload(transaction, localData, scheduleType);
42
- if (!result.ok) {
43
- const message = FAILURE_REASON_MESSAGES[result.reason];
44
- return from([
45
- saveNewScheduleFailure({
46
- status: createZeniAPIStatus('Unexpected Error', message),
47
- }),
48
- openSnackbar({
49
- messageSection: 'create_schedule',
50
- messageText: 'failed',
51
- type: 'error',
52
- variables: [{ variableName: '_api-error_', variableValue: message }],
53
- }),
54
- ]);
55
- }
56
- const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
57
- const queryParam = {
58
- je_schedule_type: scheduleType,
59
- };
60
- const payload = { ...result.payload };
61
- return zeniAPI
62
- .postAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`, payload)
63
- .pipe(mergeMap((response) => {
64
- if (isSuccessResponse(response) && response.data != null) {
65
- return from([
66
- updateJESchedules(response.data.je_schedules),
67
- updateJESchedulesDetails(response.data.je_schedules, response.data.scheduled_journal_entries),
68
- resetNewScheduleLocalData({ scheduleType }),
69
- saveNewScheduleSuccess(),
70
- openSnackbar({
71
- messageSection: 'create_schedule',
72
- messageText: 'success',
73
- type: 'success',
74
- variables: [
75
- { variableName: '_vendor_name_', variableValue: vendorName },
76
- ],
77
- }),
78
- ]);
79
- }
80
- return from([
81
- saveNewScheduleFailure({ status: response.status }),
82
- openSnackbar({
83
- messageSection: 'create_schedule',
84
- messageText: 'failed',
85
- type: 'error',
86
- variables: [
87
- {
88
- variableName: '_api-error_',
89
- variableValue: response.status.message,
90
- },
91
- ],
92
- }),
93
- ]);
94
- }), catchError((error) => from([
95
- openSnackbar({
96
- messageSection: 'create_schedule',
97
- messageText: 'failed',
98
- type: 'error',
99
- variables: [
100
- {
101
- variableName: '_api-error_',
102
- variableValue: JSON.stringify(error),
103
- },
104
- ],
105
- }),
106
- saveNewScheduleFailure({
107
- status: createZeniAPIStatus('Unexpected Error', `Save New Schedule REST API call errored out ${JSON.stringify(error)}`),
108
- }),
109
- ])));
110
- }));
@@ -1,44 +0,0 @@
1
- import { EMPTY, from, merge, of } from 'rxjs';
2
- import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
3
- import { updateTransactions } from '../../../../../entity/transaction/transactionReducer';
4
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
5
- import { searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
6
- import { MIN_NEW_SCHEDULE_SEARCH_LENGTH } from '../../../types/jeSchedulesViewState';
7
- /** Dropdown-sized result set — no pagination for Base Transaction search. */
8
- const NEW_SCHEDULE_SEARCH_PAGE_SIZE = 10;
9
- export const searchTransactionsForNewScheduleEpic = (actions$, _state$, zeniAPI) => {
10
- const searchActions$ = actions$.pipe(filter(searchTransactionsForNewSchedule.match));
11
- /** No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP. */
12
- const newSearchTooShortOrClear$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length < MIN_NEW_SCHEDULE_SEARCH_LENGTH));
13
- const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length >= MIN_NEW_SCHEDULE_SEARCH_LENGTH), debounceTime(300));
14
- return merge(newSearchTooShortOrClear$, newSearchDebounced$).pipe(switchMap((action) => {
15
- const query = action.payload.query.trim();
16
- if (query.length < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
17
- return EMPTY;
18
- }
19
- const queryParam = {
20
- page_size: NEW_SCHEDULE_SEARCH_PAGE_SIZE,
21
- search_text: query,
22
- };
23
- return zeniAPI
24
- .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/base_transaction_search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
25
- .pipe(mergeMap((response) => {
26
- if (isSuccessResponse(response) && response.data != null) {
27
- const { transactions } = response.data;
28
- const actionsOut = [
29
- updateTransactions(transactions, (value) => value.transaction_id, 'merge'),
30
- searchTransactionsForNewScheduleSuccess({
31
- searchResults: transactions.map((transaction) => transaction.transaction_id),
32
- }),
33
- ];
34
- return from(actionsOut);
35
- }
36
- return of(searchTransactionsForNewScheduleFailure({
37
- status: response.status,
38
- }));
39
- }), catchError((error) => of(searchTransactionsForNewScheduleFailure({
40
- status: createZeniAPIStatus('Unexpected Error', 'Search transactions for new schedule errored: ' +
41
- JSON.stringify(error)),
42
- }))));
43
- }));
44
- };
@@ -1,22 +0,0 @@
1
- import { EMPTY, of } from 'rxjs';
2
- import { filter, mergeMap } from 'rxjs/operators';
3
- import { convertToPeriod, toAbsoluteDay, } from '../../../../commonStateTypes/timePeriod';
4
- import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
5
- import { fetchJeSchedulesPage, updateJESchedulesUIState, } from '../../reducers/jeSchedulesViewReducer';
6
- export const switchJESchedulesTabEpic = (actions$, state$) => actions$.pipe(filter(updateJESchedulesUIState.match), filter((action) => action.payload.selectedPageTab != null), mergeMap(() => {
7
- const state = state$.value;
8
- const { fetchState, refreshStatus } = state.expenseAutomationJESchedulesViewState;
9
- if (fetchState === 'In-Progress' ||
10
- refreshStatus.fetchState === 'In-Progress') {
11
- return EMPTY;
12
- }
13
- const currentTenant = getCurrentTenant(state);
14
- const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
15
- const period = convertToPeriod(selectedPeriod);
16
- const timePeriodStart = toAbsoluteDay(period.start);
17
- const timePeriodEnd = toAbsoluteDay(period.end);
18
- if (timePeriodStart == null || timePeriodEnd == null) {
19
- return EMPTY;
20
- }
21
- return of(fetchJeSchedulesPage({ start: timePeriodStart, end: timePeriodEnd }, true));
22
- }));
@@ -1,152 +0,0 @@
1
- import { toAmount } from '../../../commonStateTypes/amount';
2
- import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
3
- import { MONTH_YEAR_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
4
- import { LAST_SCHEDULE_DAY_OF_MONTH } from '../../../commonStateTypes/timePeriod';
5
- import { mapSupportedTransactionLineToScheduleTransaction } from '../../../entity/transaction/scheduleTransactionHelper';
6
- import { getPostingDateAndStatusForIndex } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
7
- import { mapScheduleTransactionToBaseScheduleTransactionPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
8
- const getNewScheduleMemo = (vendorName, schedulePostingDate, currentPeriod, totalPeriod, assetId) => {
9
- const addAsset = assetId != null && assetId !== '' ? ` - ${assetId}` : '';
10
- return `${vendorName} - ${schedulePostingDate.format(MONTH_YEAR_FORMAT)} (${currentPeriod} of ${totalPeriod})${addAsset}`;
11
- };
12
- /**
13
- * Computes the month-by-month JE schedule breakdown for a brand-new schedule
14
- * (no linked transaction yet) — replicates createNewSchedulesHelper's math
15
- * (scheduleDetailLocalDataHelper.ts) exactly: lump-sum total split evenly
16
- * across months with the rounding remainder absorbed by the last month, and a
17
- * running balance that decrements each month and is forced to exactly 0 on
18
- * the last row.
19
- */
20
- export const computeNewScheduleJeDetails = (localData, totalAmount, vendorName) => {
21
- const period = localData.selectedMonths;
22
- const startingMonth = localData.selectedDate;
23
- if (startingMonth == null || period == null) {
24
- return [];
25
- }
26
- const assetId = 'assetId' in localData ? localData.assetId : undefined;
27
- const averageAmount = Math.abs(Math.round((totalAmount.amount / period) * 100) / 100);
28
- const lastMonthAmount = Math.abs(Math.round((Math.abs(totalAmount.amount) - averageAmount * (period - 1)) * 100) / 100);
29
- let runningBalance = Math.abs(totalAmount.amount);
30
- const negativeNumbers = totalAmount.amount < 0 || runningBalance < 0;
31
- const newJeDetails = [];
32
- for (let index = 0; index < period; index++) {
33
- if (runningBalance > averageAmount) {
34
- runningBalance = Math.round((runningBalance - averageAmount) * 100) / 100;
35
- }
36
- else {
37
- runningBalance = 0;
38
- }
39
- const amount = index === period - 1 ? lastMonthAmount : averageAmount;
40
- runningBalance = index === period - 1 ? 0 : runningBalance;
41
- const schedulePostingDate = startingMonth.add(index, 'month');
42
- const { postingDate, postingStatus } = getPostingDateAndStatusForIndex(schedulePostingDate.month(), schedulePostingDate.year(), localData.lastDayOfMonth === true
43
- ? undefined
44
- : localData.selectedDayOfMonth);
45
- newJeDetails.push({
46
- postingDate,
47
- amount: toAmount(negativeNumbers ? -amount : amount, totalAmount.currencyCode, totalAmount.currencySymbol),
48
- runningBalance: toAmount(negativeNumbers ? -runningBalance : runningBalance, totalAmount.currencyCode, totalAmount.currencySymbol),
49
- postingStatus,
50
- memo: getNewScheduleMemo(vendorName, schedulePostingDate, index + 1, period, assetId),
51
- jeLink: { type: 'unknown' },
52
- });
53
- }
54
- return newJeDetails;
55
- };
56
- /**
57
- * Whether a Base Transaction search result can be selected for a new
58
- * schedule this round — restricted to single-line transactions since the
59
- * search/list endpoint's `lines` may not reflect the transaction's full line
60
- * set, and there is no line-picker UI yet.
61
- */
62
- export const isSupportedTransactionSelectableForNewSchedule = (transaction) => transaction.totalLinesCount === 1 && transaction.lines?.length === 1;
63
- const mapNewJeDetailsToScheduledJournalEntryPayload = (jeScheduleDetails) => jeScheduleDetails.map((journalEntry) => ({
64
- status: {
65
- code: journalEntry.postingStatus,
66
- label: journalEntry.postingStatus,
67
- },
68
- transaction_memo: journalEntry.memo,
69
- third_party_id: journalEntry.jeLink.thirdPartyTransactionId ?? null,
70
- expected_post_date: journalEntry.postingDate.format(DEFAULT_DATE_FORMAT),
71
- amount: journalEntry.amount.amount,
72
- balance: journalEntry.runningBalance.amount,
73
- // Brand-new schedule — there is no prior scheduled-journal-entry history
74
- // to cross-reference (unlike the legacy edit flow's equivalent mapper).
75
- scheduled_journal_entry_id: null,
76
- actual_post_date: null,
77
- is_platform_generated: null,
78
- je_schedule_id: null,
79
- update_time: null,
80
- create_time: null,
81
- }));
82
- /**
83
- * Builds a savable schedule payload directly from a Base Transaction search
84
- * result and the New Schedule form's local data — bypassing the legacy
85
- * getJEScheduledTransactionByJEScheduleTransactionKey selector entirely,
86
- * since that selector throws unless the entity has already round-tripped
87
- * through a real GET /1.0/schedules/:id. A brand-new schedule has no such
88
- * history, so this reads only from data already in hand (the selected
89
- * transaction/line plus what the user filled into the form).
90
- */
91
- export const prepareNewSchedulePayload = (transaction, localData, scheduleType) => {
92
- const [firstLine] = transaction.lines ?? [];
93
- if (!isSupportedTransactionSelectableForNewSchedule(transaction) ||
94
- firstLine == null) {
95
- return { ok: false, reason: 'multi_line_not_supported' };
96
- }
97
- const scheduleTransaction = mapSupportedTransactionLineToScheduleTransaction(transaction, firstLine.id);
98
- if (scheduleTransaction == null) {
99
- return { ok: false, reason: 'missing_third_party_id' };
100
- }
101
- const vendorId = localData.selectedVendor?.id ?? transaction.vendorId ?? '';
102
- const vendorName = localData.selectedVendor?.name ?? transaction.vendorName ?? '';
103
- if (vendorId === '' || vendorName === '') {
104
- return { ok: false, reason: 'missing_vendor' };
105
- }
106
- const vendor = {
107
- vendor_id: vendorId,
108
- vendor_name: vendorName,
109
- };
110
- const jeScheduleDetails = computeNewScheduleJeDetails(localData, scheduleTransaction.amount, vendorName);
111
- const postingDate = localData.selectedDayOfMonth ??
112
- (localData.lastDayOfMonth === true ? LAST_SCHEDULE_DAY_OF_MONTH : null);
113
- const firstJEScheduleDate = jeScheduleDetails.length > 0
114
- ? jeScheduleDetails[0].postingDate.format(DEFAULT_DATE_FORMAT)
115
- : null;
116
- const lastJEScheduleDate = jeScheduleDetails.length > 0
117
- ? jeScheduleDetails[jeScheduleDetails.length - 1].postingDate.format(DEFAULT_DATE_FORMAT)
118
- : null;
119
- const isFixedAssets = scheduleType === 'fixed_assets';
120
- const assetId = 'assetId' in localData ? localData.assetId : undefined;
121
- const selectedAccumulatedDepreciationCategory = 'selectedAccumulatedDepreciationCategory' in localData
122
- ? localData.selectedAccumulatedDepreciationCategory
123
- : undefined;
124
- const status = { code: 'new', label: 'New' };
125
- const jeSchedulePayload = {
126
- status,
127
- vendor,
128
- currency_code: scheduleTransaction.currency.currencyCode,
129
- currency_symbol: scheduleTransaction.currency.currencySymbol,
130
- period: localData.selectedMonths ?? null,
131
- je_schedule_type: scheduleType,
132
- posting_date: postingDate,
133
- balance: scheduleTransaction.amount.amount,
134
- start_date: firstJEScheduleDate,
135
- end_date: lastJEScheduleDate,
136
- je_credit_accounting_class_id: scheduleTransaction.classBase?.classId ?? null,
137
- je_credit_account_id: isFixedAssets
138
- ? (selectedAccumulatedDepreciationCategory ?? null)
139
- : scheduleTransaction.account.accountId,
140
- je_debit_account_id: localData.selectedAccount ?? null,
141
- je_debit_accounting_class_id: localData.selectedClass ?? null,
142
- other_attributes: assetId != null ? { asset_id: assetId } : {},
143
- base_transaction: mapScheduleTransactionToBaseScheduleTransactionPayload(scheduleTransaction),
144
- };
145
- return {
146
- ok: true,
147
- payload: {
148
- je_schedules: [jeSchedulePayload],
149
- scheduled_journal_entries: mapNewJeDetailsToScheduledJournalEntryPayload(jeScheduleDetails),
150
- },
151
- };
152
- };
@@ -1,71 +0,0 @@
1
- import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
2
- import { getSupportedTransactionsByIds } from '../../../entity/transaction/transactionSelector';
3
- import { getAccountIdsForLabel, getAccountList, getNestedAccountListHierarchy, } from '../../accountList/accountListSelector';
4
- import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
5
- import { getAccountsTypesForScheduleDetails } from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';
6
- import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';
7
- import { getAccountLabelForScheduleType, getAccountsTypesForScheduleEpics, } from '../../scheduleView/scheduleListView/scheduleListHelper';
8
- import { isSupportedTransactionSelectableForNewSchedule } from '../helpers/newScheduleLocalDataHelper';
9
- /**
10
- * The Base Transaction search is shared across schedule types (one search
11
- * box, not one per prepaid_expenses/fixed_assets) — split out from
12
- * getNewScheduleView so a consumer can read it without supplying an
13
- * otherwise-irrelevant scheduleType.
14
- */
15
- export const getNewScheduleSearchTransactionsView = (state) => {
16
- const { searchTransactions } = state.expenseAutomationJESchedulesViewState.newSchedule;
17
- const searchTransactionsResults = getSupportedTransactionsByIds(state.transactionState, searchTransactions.searchResults);
18
- return {
19
- searchTransactionsResults,
20
- selectableBaseTransactionIds: searchTransactionsResults
21
- .filter(isSupportedTransactionSelectableForNewSchedule)
22
- .map((transaction) => transaction.id),
23
- searchTransactionsFetchState: {
24
- fetchState: searchTransactions.fetchState,
25
- error: searchTransactions.error,
26
- },
27
- searchTransactionsString: searchTransactions.searchString,
28
- };
29
- };
30
- export const getNewScheduleView = (state, scheduleType) => {
31
- const { accountState, accountListState, classState, classListState } = state;
32
- const { newSchedule } = state.expenseAutomationJESchedulesViewState;
33
- const searchTransactionsView = getNewScheduleSearchTransactionsView(state);
34
- const accountType = getAccountsTypesForScheduleEpics();
35
- const newScheduleAccountTypes = getAccountsTypesForScheduleDetails(scheduleType);
36
- const newScheduleAccountIds = getAccountIdsForTypes(accountState, newScheduleAccountTypes);
37
- const allAccountList = getAccountList(accountState, accountListState, accountType.accountListKey);
38
- const filteredAccounts = allAccountList.accounts.filter((account) => newScheduleAccountIds.includes(account.accountId));
39
- const accountListNestedAccountHierarchy = filterNestedAccountHierarchyById(getNestedAccountListHierarchy(accountListState, accountType.accountListKey), filteredAccounts.map((account) => account.accountId));
40
- const allClassList = getClassList(classState, classListState);
41
- const classListNestedAccountHierarchy = getNestedClassListHierarchy(classListState);
42
- let allDepreciationAccountList;
43
- let allDepreciationAccountListNestedAccountHierarchy;
44
- if (scheduleType === 'fixed_assets') {
45
- const depreciationCategoryIds = getAccountIdsForTypes(accountState, [
46
- 'fixed_assets',
47
- 'other_assets',
48
- ]);
49
- const accountLabel = getAccountLabelForScheduleType('fixed_assets');
50
- const fixedAssetLabelAccountIds = accountLabel != null
51
- ? getAccountIdsForLabel(accountListState, accountType.accountListKey, accountLabel)
52
- : [];
53
- allDepreciationAccountList = allAccountList.accounts.filter((account) => depreciationCategoryIds.includes(account.accountId) &&
54
- !fixedAssetLabelAccountIds.includes(account.accountId));
55
- allDepreciationAccountListNestedAccountHierarchy =
56
- filterNestedAccountHierarchyById(getNestedAccountListHierarchy(accountListState, accountType.accountListKey), allDepreciationAccountList.map((account) => account.accountId));
57
- }
58
- return {
59
- scheduleType,
60
- accountListNestedAccountHierarchy,
61
- allAccountList: filteredAccounts,
62
- allClassList: allClassList.classes,
63
- allDepreciationAccountList,
64
- allDepreciationAccountListNestedAccountHierarchy,
65
- classListNestedAccountHierarchy,
66
- newScheduleLocalData: newSchedule.newScheduleState[scheduleType],
67
- ...searchTransactionsView,
68
- fetchState: newSchedule.fetchState,
69
- error: newSchedule.error,
70
- };
71
- };