@zeniai/client-epic-state 5.1.72-betaRD1 → 5.1.73

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Files changed (53) 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/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts +0 -2
  7. package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  8. package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts +0 -2
  9. package/lib/epic.d.ts +1 -5
  10. package/lib/epic.js +1 -5
  11. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +0 -2
  12. package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +1 -11
  13. package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  14. package/lib/esm/epic.js +1 -5
  15. package/lib/esm/index.js +4 -10
  16. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +3 -23
  17. package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +8 -133
  18. package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +15 -110
  19. package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +6 -3
  20. package/lib/index.d.ts +7 -11
  21. package/lib/index.js +48 -70
  22. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts +2 -2
  23. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +1 -21
  24. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +1 -7
  25. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +9 -40
  26. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +8 -134
  27. package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +7 -31
  28. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts +1 -4
  29. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +14 -112
  30. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +6 -53
  31. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -5
  32. package/package.json +1 -1
  33. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -21
  34. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -110
  35. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -73
  36. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -22
  37. package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -140
  38. package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -1
  39. package/lib/esm/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -70
  40. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts +0 -8
  41. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -25
  42. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.d.ts +0 -45
  43. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -114
  44. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.d.ts +0 -8
  45. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -77
  46. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts +0 -6
  47. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -26
  48. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.d.ts +0 -36
  49. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -145
  50. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts +0 -25
  51. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -2
  52. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts +0 -10
  53. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -75
@@ -3,8 +3,6 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
3
3
  return (mod && mod.__esModule) ? mod : { "default": mod };
4
4
  };
5
5
  Object.defineProperty(exports, "__esModule", { value: true });
6
- exports.isAiAccountantSchedule = void 0;
7
- exports.isAccruedScheduleRow = isAccruedScheduleRow;
8
6
  exports.getExpenseAutomationJESchedulesView = getExpenseAutomationJESchedulesView;
9
7
  const omit_1 = __importDefault(require("lodash/omit"));
10
8
  const orderBy_1 = __importDefault(require("lodash/orderBy"));
@@ -12,7 +10,6 @@ const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState")
12
10
  const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
13
11
  const accountSelector_1 = require("../../../entity/account/accountSelector");
14
12
  const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
15
- const jeSchedulesTypes_1 = require("../../../entity/jeSchedules/jeSchedulesTypes");
16
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  const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
17
14
  const accountListSelector_1 = require("../../accountList/accountListSelector");
18
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  const classListSelector_1 = require("../../classList/classListSelector");
@@ -21,32 +18,6 @@ const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/
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  const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
22
19
  const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
23
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  const jeAccountSettingsViewSelector_1 = require("./jeAccountSettingsViewSelector");
24
- const jeNewScheduleViewSelector_1 = require("./jeNewScheduleViewSelector");
25
- // Matches the AI-automation user addresses webc's schedule list row already
26
- // checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
27
- // strings.ts aiBotEmail/botEmail) to determine whether a schedule was
28
- // created by the AI accountant vs. a human.
29
- const AI_BOT_EMAIL = 'ai@zeni.ai';
30
- const BOT_EMAIL = 'bot@zeni.ai';
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- // Exported (rather than kept as a closure inside the selector) so it can be
32
- // unit-tested directly — confidenceScore is a separate, more narrowly
33
- // populated field that can be null on a schedule the bot user created,
34
- // which previously caused these schedules to display as "AI Accountant" in
35
- // the list but count under "Manual" in the KPI summary.
36
- const isAiAccountantSchedule = (schedule) => schedule.createdByUser?.email === AI_BOT_EMAIL ||
37
- schedule.createdByUser?.email === BOT_EMAIL;
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- exports.isAiAccountantSchedule = isAiAccountantSchedule;
39
- // Accrued schedules are structurally distinct — no baseTransaction, carrying recurringAmount and
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- // memo in its place — so anything reading baseTransaction has to branch on this first.
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- function isAccruedScheduleRow(schedule) {
42
- return schedule.jeScheduleType === 'accrued_expenses';
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- }
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- function getScheduleAmount(schedule) {
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- if (isAccruedScheduleRow(schedule)) {
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- return schedule.recurringAmount.amount;
47
- }
48
- return schedule.baseTransaction.amount.amount;
49
- }
50
21
  function getJEScheduleSortAccessor(sortKey) {
51
22
  switch (sortKey) {
52
23
  case 'vendor':
@@ -58,9 +29,7 @@ function getJEScheduleSortAccessor(sortKey) {
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29
  case 'depCategory':
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  return (s) => s.jeCredit.account?.accountName?.toLowerCase();
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31
  case 'scheduleCategory':
61
- return (s) => isAccruedScheduleRow(s)
62
- ? undefined
63
- : s.baseTransaction.account?.accountName?.toLowerCase();
32
+ return (s) => s.baseTransaction.account?.accountName?.toLowerCase();
64
33
  case 'startMonth':
65
34
  return (s) => s.startDate?.valueOf();
66
35
  case 'type':
@@ -88,13 +57,11 @@ function getJEScheduleSortAccessor(sortKey) {
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57
  return s.balanceAsOfToday?.amount ?? null;
89
58
  };
90
59
  case 'totalAmount':
91
- return (s) => getScheduleAmount(s);
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+ return (s) => s.baseTransaction.amount.amount;
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61
  case 'transactionDate':
93
- return (s) => s.createTime?.valueOf();
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+ return (s) => s.baseTransaction.date.valueOf();
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  case 'memo':
95
- return (s) => isAccruedScheduleRow(s)
96
- ? s.memo.toLowerCase()
97
- : s.baseTransaction.memo?.toLowerCase();
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+ return (s) => s.baseTransaction.memo?.toLowerCase();
98
65
  default:
99
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  return (s) => s.startDate?.valueOf();
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67
  }
@@ -106,14 +73,9 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
106
73
  function getExpenseAutomationJESchedulesView(state) {
107
74
  const jeScheduledTransaction = [];
108
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  const failedJeScheduledTransaction = [];
109
- const accruedSchedules = [];
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  const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
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- const { jeScheduleTransactionKeysByPeriod, jeScheduleAccruedKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, newSchedule, } = expenseAutomationJESchedulesViewState;
77
+ const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
112
78
  const accountSettingsView = (0, jeAccountSettingsViewSelector_1.getJEAccountSettingsView)(state);
113
- const newScheduleView = newSchedule.selectedDetailScheduleType === 'fixed_assets' ||
114
- newSchedule.selectedDetailScheduleType === 'prepaid_expenses'
115
- ? (0, jeNewScheduleViewSelector_1.getNewScheduleView)(state, newSchedule.selectedDetailScheduleType)
116
- : undefined;
117
79
  const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
118
80
  const { selectedPeriodByTenantId } = expenseAutomationViewState;
119
81
  const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -149,24 +111,19 @@ function getExpenseAutomationJESchedulesView(state) {
149
111
  : null;
150
112
  const jeScheduleTransactionKeys = jeScheduleTransactionKeysForSelectedPeriod ?? [];
151
113
  const failedJeScheduleTransactionKeys = failedJeScheduleTransactionKeysForSelectedPeriod ?? [];
152
- const jeScheduleAccruedKeys = (monthYearPeriodId != null
153
- ? jeScheduleAccruedKeysByPeriod[monthYearPeriodId]
154
- : null) ?? [];
155
114
  jeScheduleTransactionKeys.forEach((jeScheduleKey) => {
156
115
  const jeScheduleDetails = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleKey, state);
157
116
  jeScheduledTransaction.push(jeScheduleDetails);
158
117
  });
159
- jeScheduleAccruedKeys.forEach((jeAccruedScheduleKey) => {
160
- const accruedScheduleDetails = (0, jeSchedulesSelector_1.getJEAccruedScheduleByJEScheduleKey)(jeAccruedScheduleKey, state);
161
- if (accruedScheduleDetails != null) {
162
- accruedSchedules.push(accruedScheduleDetails);
163
- }
164
- });
165
118
  failedJeScheduleTransactionKeys.forEach((jeScheduleKey) => {
166
119
  const jeScheduleDetails = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleKey, state);
167
120
  failedJeScheduledTransaction.push(jeScheduleDetails);
168
121
  });
169
- const { sortKey, sortOrder, selectedJETypeFilter } = uiState;
122
+ const { sortKey, sortOrder } = uiState;
123
+ const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
124
+ const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
125
+ const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
126
+ schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
170
127
  const unsortedResolveSchedules = [];
171
128
  failedJeScheduledTransaction.forEach((schedule) => {
172
129
  schedule.scheduledJournalEntry.forEach((journalEntry) => {
@@ -178,46 +135,10 @@ function getExpenseAutomationJESchedulesView(state) {
178
135
  });
179
136
  const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
180
137
  const validResolveForPending = unsortedResolveSchedules.filter((r) => jeScheduleLocalDataById[r.scheduledJournalEntry.scheduledJournalEntryID] != null);
181
- const matchesTypeFilter = (schedule) => selectedJETypeFilter == null ||
182
- schedule.jeScheduleType === selectedJETypeFilter;
183
- const isCreatedStatus = (schedule) => schedule.status.code === 'ongoing' ||
184
- schedule.status.code === 'completed' ||
185
- schedule.status.code === 'marked_as_completed';
186
- const allScheduleRows = [
187
- ...jeScheduledTransaction,
188
- ...accruedSchedules,
189
- ];
190
138
  const pendingReviewSchedules = sortJEScheduledTransactions([
191
- ...allScheduleRows.filter((schedule) => schedule.status.code === 'draft' && matchesTypeFilter(schedule)),
139
+ ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'),
192
140
  ...validResolveForPending,
193
141
  ], sortKey, sortOrder);
194
- const createdSchedules = sortJEScheduledTransactions(allScheduleRows.filter((schedule) => isCreatedStatus(schedule) && matchesTypeFilter(schedule)), sortKey, sortOrder);
195
- // KPI summary — derived from unfiltered schedules so counts are always accurate
196
- const allSchedules = allScheduleRows;
197
- const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (getScheduleAmount(schedule) ?? 0), 0);
198
- const pendingReviewTotal = sumAmount(pendingReviewSchedules);
199
- const createdTotal = sumAmount(createdSchedules);
200
- const aiAccountantSchedules = allSchedules.filter(exports.isAiAccountantSchedule);
201
- const manualSchedules = allSchedules.filter((schedule) => !(0, exports.isAiAccountantSchedule)(schedule));
202
- const pendingUnfiltered = allSchedules.filter((schedule) => schedule.status.code === 'draft');
203
- const kpiSummary = {
204
- aiAccountant: {
205
- count: aiAccountantSchedules.length,
206
- amount: sumAmount(aiAccountantSchedules),
207
- },
208
- manual: {
209
- count: manualSchedules.length,
210
- amount: sumAmount(manualSchedules),
211
- },
212
- needsReview: {
213
- count: pendingUnfiltered.length,
214
- amount: sumAmount(pendingUnfiltered),
215
- },
216
- total: {
217
- count: allSchedules.length,
218
- amount: sumAmount(allSchedules),
219
- },
220
- };
221
142
  const allSteps = monthYearPeriodId != null
222
143
  ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
223
144
  : [];
@@ -230,22 +151,6 @@ function getExpenseAutomationJESchedulesView(state) {
230
151
  { fetchState, error },
231
152
  monthEndFetchState,
232
153
  ]);
233
- const countByType = (schedules) => {
234
- const counts = jeSchedulesTypes_1.ALL_SCHEDULES_TYPES.reduce((acc, type) => ({ ...acc, [type]: 0 }), {});
235
- schedules.forEach((schedule) => {
236
- if (schedule.jeScheduleType != null) {
237
- counts[schedule.jeScheduleType] += 1;
238
- }
239
- });
240
- return counts;
241
- };
242
- const jeScheduleTypeCounts = {
243
- active: countByType(allSchedules.filter((schedule) => schedule.status.code === 'draft' ||
244
- schedule.status.code === 'ongoing' ||
245
- schedule.status.code === 'completed' ||
246
- schedule.status.code === 'marked_as_completed')),
247
- ongoing: countByType(allSchedules.filter((schedule) => schedule.status.code === 'ongoing')),
248
- };
249
154
  return {
250
155
  uncategorizedAccounts,
251
156
  allDepreciationAccountList: filteredDepAccounts,
@@ -254,15 +159,12 @@ function getExpenseAutomationJESchedulesView(state) {
254
159
  allAccountList: filteredAccounts,
255
160
  accountListNestedAccountHierarchy,
256
161
  allClassList: allClasses,
257
- createdSchedules,
258
- createdTotal,
259
- jeScheduleTypeCounts,
260
- kpiSummary,
162
+ completedSchedules,
163
+ draftSchedules,
164
+ ongoingSchedules,
261
165
  pendingReviewSchedules,
262
- pendingReviewTotal,
263
166
  resolveSchedules: resolveSchedules,
264
167
  accountSettingsView,
265
- newScheduleView,
266
168
  postStatusById: postStatusById,
267
169
  ignoreStatusById: ignoreStatusById,
268
170
  fetchState: reducedFetchStatus.fetchState,
@@ -1,28 +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 { JEScheduleKey, JEScheduleTransactionKey, ScheduleJournalEntryStatusCodeType, ScheduleTransactionID, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
7
+ import { JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
9
8
  import { VendorBase } from '../../../entity/vendor/vendorState';
10
- import { ZeniDate } from '../../../zeniDayJS';
11
- import { JETransactionLink } from '../../scheduleView/scheduleDetailView/scheduleDetailState';
12
- 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";
13
10
  export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
14
- export declare const toJEPageTab: (v: string) => "schedules" | "existing_schedules";
15
- export type JEPageTab = ReturnType<typeof toJEPageTab>;
11
+ export declare const toJEScheduleMainTab: (v: string) => "completed" | "pending_review" | "ongoing";
12
+ export type JEScheduleMainTab = ReturnType<typeof toJEScheduleMainTab>;
16
13
  export interface JESchedulesViewUIState {
17
- createdGroupCollapsed: boolean;
18
- pendingGroupCollapsed: boolean;
19
14
  scrollPosition: {
20
15
  scrollTop: number;
21
16
  scrollLeft?: number;
22
17
  } | undefined;
23
18
  searchString: string;
24
- selectedJETypeFilter: ScheduleTypes | null;
25
- selectedPageTab: JEPageTab;
19
+ selectedMainTab: JEScheduleMainTab;
26
20
  sortKey: JEScheduleSortKey;
27
21
  sortOrder: SortOrder;
28
22
  totalCount: number;
@@ -41,53 +35,12 @@ export interface JESchedulesViewState extends FetchedState {
41
35
  accountSettings: AccountSettingsState;
42
36
  failedJeScheduleTransactionKeysByPeriod: Record<MonthYearPeriodId, JEScheduleTransactionKey[]>;
43
37
  ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
44
- jeScheduleAccruedKeysByPeriod: Record<MonthYearPeriodId, JEScheduleKey[]>;
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?: ScheduleTransactionID;
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: JEScheduleTransactionKey[];
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": "5.1.72-betaRD1",
3
+ "version": "5.1.73",
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",
@@ -1,21 +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 { getJEScheduleTransactionKey } from '../../../../../entity/jeSchedules/jeSchedulesTypes';
5
- import { openSnackbar } from '../../../../../entity/snackbar/snackbarReducer';
6
- import { getScheduleTransactionById } from '../../../../../entity/transaction/transactionSelector';
7
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
8
- import { prepareNewSchedulePayload, } from '../../../helpers/newScheduleLocalDataHelper';
9
- import { resetNewScheduleLocalData, saveNewSchedule, saveNewScheduleFailure, saveNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
10
- const FAILURE_REASON_MESSAGES = {
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 { selectedBaseTransactionId } = localData;
20
- const transaction = selectedBaseTransactionId != null
21
- ? getScheduleTransactionById(state.transactionState, getJEScheduleTransactionKey(selectedBaseTransactionId))
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 ${JSON.stringify(error)}`),
108
- }),
109
- ])));
110
- }));
@@ -1,73 +0,0 @@
1
- import { EMPTY, from, merge, of } from 'rxjs';
2
- import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
3
- import { getJEScheduleTransactionKey } from '../../../../../entity/jeSchedules/jeSchedulesTypes';
4
- import { toTransactionType } from '../../../../../entity/transaction/stateTypes/transactionType';
5
- import { updateScheduleTransactions } from '../../../../../entity/transaction/transactionReducer';
6
- import { createZeniAPIStatus, isSuccessResponse, } from '../../../../../responsePayload';
7
- import { searchTransactionsForNewSchedule, searchTransactionsForNewScheduleFailure, searchTransactionsForNewScheduleSuccess, } from '../../../reducers/jeSchedulesViewReducer';
8
- import { MIN_NEW_SCHEDULE_SEARCH_LENGTH } from '../../../types/jeSchedulesViewState';
9
- /** Dropdown-sized result set — no pagination for Base Transaction search. */
10
- const NEW_SCHEDULE_SEARCH_PAGE_SIZE = 10;
11
- /** Fallback when the backend sends a null currency for a search result. */
12
- const DEFAULT_CURRENCY_CODE = 'USD';
13
- const DEFAULT_CURRENCY_SYMBOL = '$';
14
- export const searchTransactionsForNewScheduleEpic = (actions$, _state$, zeniAPI) => {
15
- const searchActions$ = actions$.pipe(filter(searchTransactionsForNewSchedule.match));
16
- /** No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP. */
17
- const newSearchTooShortOrClear$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length < MIN_NEW_SCHEDULE_SEARCH_LENGTH));
18
- const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.query.trim().length >= MIN_NEW_SCHEDULE_SEARCH_LENGTH), debounceTime(300));
19
- return merge(newSearchTooShortOrClear$, newSearchDebounced$).pipe(switchMap((action) => {
20
- const query = action.payload.query.trim();
21
- if (query.length < MIN_NEW_SCHEDULE_SEARCH_LENGTH) {
22
- return EMPTY;
23
- }
24
- const queryParam = {
25
- page_size: NEW_SCHEDULE_SEARCH_PAGE_SIZE,
26
- search_text: query,
27
- je_schedule_type: action.payload.scheduleType,
28
- };
29
- return zeniAPI
30
- .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/base_transaction_search?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
31
- .pipe(mergeMap((response) => {
32
- if (isSuccessResponse(response) && response.data != null) {
33
- const { transactions } = response.data;
34
- const transactionsPerCurrency = {};
35
- transactions.forEach((transaction) => {
36
- const { currency_code, currency_symbol } = transaction;
37
- const currencyCode = currency_code ?? DEFAULT_CURRENCY_CODE;
38
- const existing = transactionsPerCurrency[currencyCode];
39
- transactionsPerCurrency[currencyCode] =
40
- existing != null
41
- ? {
42
- currencySymbol: existing.currencySymbol,
43
- transactions: [...existing.transactions, transaction],
44
- }
45
- : {
46
- currencySymbol: currency_code == null
47
- ? DEFAULT_CURRENCY_SYMBOL
48
- : currency_symbol,
49
- transactions: [transaction],
50
- };
51
- });
52
- const actionsOut = Object.keys(transactionsPerCurrency).map((currencyCode) => {
53
- const perCurrency = transactionsPerCurrency[currencyCode];
54
- return updateScheduleTransactions(perCurrency.transactions, currencyCode, perCurrency.currencySymbol, 'merge');
55
- });
56
- actionsOut.push(searchTransactionsForNewScheduleSuccess({
57
- searchResults: transactions.map((transaction) => getJEScheduleTransactionKey({
58
- id: transaction.transaction_id,
59
- type: toTransactionType(transaction.transaction_type),
60
- lineId: transaction.line_id,
61
- })),
62
- }));
63
- return from(actionsOut);
64
- }
65
- return of(searchTransactionsForNewScheduleFailure({
66
- status: response.status,
67
- }));
68
- }), catchError((error) => of(searchTransactionsForNewScheduleFailure({
69
- status: createZeniAPIStatus('Unexpected Error', 'Search transactions for new schedule errored: ' +
70
- JSON.stringify(error)),
71
- }))));
72
- }));
73
- };
@@ -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
- }));