@zeniai/client-epic-state 5.2.10-betaAK3 → 5.2.10-betaRD1

package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js

@@ -0,0 +1 @@
+"use strict";

package/lib/entity/invoicing/coupon/couponConstants.d.ts

@@ -0,0 +1,11 @@
+import { InvoicingFormOption } from '../invoicingCommonPayload';
+import { InvoicingCouponApplyOn, InvoicingCouponDurationType, InvoicingCouponPeriodUnit, InvoicingDiscountType } from './couponPayload';
+/**
+ * Coupon form select options. Single source of truth (CES-owned) for the value
+ * sets that back the coupon's string-union domain fields; surfaced to the form
+ * via `getInvoicingCouponFormView` so web-components need not hardcode them.
+ */
+export declare const INVOICING_DISCOUNT_TYPE_OPTIONS: readonly InvoicingFormOption<InvoicingDiscountType>[];
+export declare const INVOICING_COUPON_DURATION_TYPE_OPTIONS: readonly InvoicingFormOption<InvoicingCouponDurationType>[];
+export declare const INVOICING_COUPON_PERIOD_UNIT_OPTIONS: readonly InvoicingFormOption<InvoicingCouponPeriodUnit>[];
+export declare const INVOICING_COUPON_APPLY_ON_OPTIONS: readonly InvoicingFormOption<InvoicingCouponApplyOn>[];

package/lib/entity/invoicing/coupon/couponConstants.js

@@ -0,0 +1,29 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.INVOICING_COUPON_APPLY_ON_OPTIONS = exports.INVOICING_COUPON_PERIOD_UNIT_OPTIONS = exports.INVOICING_COUPON_DURATION_TYPE_OPTIONS = exports.INVOICING_DISCOUNT_TYPE_OPTIONS = void 0;
+/**
+ * Coupon form select options. Single source of truth (CES-owned) for the value
+ * sets that back the coupon's string-union domain fields; surfaced to the form
+ * via `getInvoicingCouponFormView` so web-components need not hardcode them.
+ */
+exports.INVOICING_DISCOUNT_TYPE_OPTIONS = [
+    { label: 'Percentage', value: 'percentage' },
+    { label: 'Fixed amount', value: 'fixed_amount' },
+    { label: 'Offer quantity', value: 'offer_quantity' },
+];
+exports.INVOICING_COUPON_DURATION_TYPE_OPTIONS = [
+    { label: 'One time', value: 'one_time' },
+    { label: 'Forever', value: 'forever' },
+    { label: 'Limited period', value: 'limited_period' },
+];
+exports.INVOICING_COUPON_PERIOD_UNIT_OPTIONS = [
+    { label: 'Day', value: 'day' },
+    { label: 'Week', value: 'week' },
+    { label: 'Month', value: 'month' },
+    { label: 'Year', value: 'year' },
+];
+exports.INVOICING_COUPON_APPLY_ON_OPTIONS = [
+    { label: 'Invoice amount', value: 'invoice_amount' },
+    { label: 'Each specified item', value: 'each_specified_item' },
+    { label: 'Specified items total', value: 'specified_items_total' },
+];

package/lib/entity/invoicing/invoicingCommonPayload.d.ts

@@ -1,5 +1,3 @@
-import { AccountBasePayload } from '../account/accountPayload';
-import { AccountBase } from '../account/accountState';
 import { AddressPayload } from '../address/addressPayload';
 export type InvoicingPriceType = 'tax_exclusive' | 'tax_inclusive';
 export declare const INVOICING_DUNNING_ACTIONS: readonly ["email_only", "email_and_retry", "do_nothing", "retry_only"];
@@ -94,50 +92,41 @@ export declare function toInvoicingQboCustomerMatchingMode(value: string): Invoi
  * A mapped account as the newer settings payload returns it: the platform id,
  * plus hydrated fields the client only displays.
  */
+export interface InvoicingQboMappedAccountPayload {
+    account_id?: string | null;
+    account_name?: string | null;
+    fully_qualified_name?: string | null;
+    qbo_id?: string | null;
+}
 /**
  * Account mappings arrive in two shapes. The original sends a bare id per slot
- * (`deposit_account_id`); the newer one sends the account itself
- * (`deposit_account`). Both are declared because a tenant can be served either
- * depending on when its backend rolled, and a page that understands only one
- * renders an empty picker over data that exists. `Partial` because a read may
- * carry only the ids, while a write sends a whole `AccountBasePayload`.
+ * (`deposit_account_id`); the newer one sends an object holding the platform id
+ * (`deposit_account: {account_id}`). Both are declared because a tenant can be
+ * served either depending on when its backend rolled, and a page that understands
+ * only one renders an empty picker over data that exists.
  */
 export interface InvoicingQboAccountMappingsPayload {
-    default_income_account?: Partial<AccountBasePayload> | null;
+    default_income_account?: InvoicingQboMappedAccountPayload | null;
     default_income_account_id?: string | null;
-    deposit_account?: Partial<AccountBasePayload> | null;
+    deposit_account?: InvoicingQboMappedAccountPayload | null;
     deposit_account_id?: string | null;
-    discounts_account?: Partial<AccountBasePayload> | null;
+    deposit_account_overrides?: Record<string, string> | null;
+    discounts_account?: InvoicingQboMappedAccountPayload | null;
     discounts_account_id?: string | null;
-    rounding_account?: Partial<AccountBasePayload> | null;
+    rounding_account?: InvoicingQboMappedAccountPayload | null;
     rounding_account_id?: string | null;
-    write_off_account?: Partial<AccountBasePayload> | null;
+    write_off_account?: InvoicingQboMappedAccountPayload | null;
     write_off_account_id?: string | null;
 }
-/**
- * The id for one mapping slot, from whichever shape the backend sent. The object
- * form wins when present; a blank id in either is treated as unset so the picker
- * shows its placeholder rather than selecting nothing.
- */
-/**
- * The first id a picker can actually select. Callers list the QuickBooks id
- * first: the options are keyed on it, so an internal id selects nothing even
- * when it names the same record. Blank counts as absent, so a cleared field
- * falls through to the next candidate rather than selecting an empty option.
- */
-export declare const firstSelectableInvoicingId: (candidates: readonly (string | null | undefined)[]) => string | undefined;
 /**
  * Read one account-mapping dropdown value by its config `code` (the codes in
  * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
  */
 export declare function getInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string): string | undefined;
 /**
- * Expand each mapping from the id the picker submitted to the whole account, the
- * shape the service stores. Written at the request boundary rather than in the
- * page's draft so the UI keeps working in ids, and an id that no longer resolves
- * is left out — a mapping the service cannot expand is worse than none.
+ * Return a copy of the account mappings with the dropdown slot named by
+ * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
-export declare const withInvoicingQboMappedAccounts: (accountMappings: InvoicingQboAccountMappingsPayload | undefined, accountByQboId: (qboId: string) => AccountBase | undefined) => InvoicingQboAccountMappingsPayload | undefined;
 export declare function withInvoicingQboAccountMappingId(accountMappings: InvoicingQboAccountMappingsPayload | undefined, code: string, accountId: string): InvoicingQboAccountMappingsPayload;
 export interface InvoicingQboSettingsPayload {
     account_mappings?: InvoicingQboAccountMappingsPayload | null;

package/lib/entity/invoicing/invoicingCommonPayload.js

@@ -1,6 +1,6 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.withInvoicingQboMappedAccounts = exports.firstSelectableInvoicingId = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
+exports.ALL_INVOICING_FIELD_HELP_GROUPS = exports.INVOICING_QBO_CUSTOMER_MATCHING_MODES = exports.INVOICING_DISCOUNT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_PRODUCT_LIFECYCLE_ACTIONS = exports.INVOICING_CATALOG_ITEM_LIFECYCLE_ACTIONS = exports.INVOICING_SUBSCRIPTION_LIFECYCLE_ACTIONS = exports.INVOICING_DUNNING_ACTIONS = void 0;
 exports.toInvoicingDunningAction = toInvoicingDunningAction;
 exports.toInvoicingSubscriptionLifecycleAction = toInvoicingSubscriptionLifecycleAction;
 exports.toInvoicingSubscriptionLifecycleActionOption = toInvoicingSubscriptionLifecycleActionOption;
@@ -23,7 +23,6 @@ exports.toInvoicingSubscriptionEditFieldOption = toInvoicingSubscriptionEditFiel
 exports.toAuditLogEntityRouteOption = toAuditLogEntityRouteOption;
 exports.buildInvoicingEntityPath = buildInvoicingEntityPath;
 exports.isInvoicingEntityLinkable = isInvoicingEntityLinkable;
-const accountPayload_1 = require("../account/accountPayload");
 exports.INVOICING_DUNNING_ACTIONS = [
     'email_only',
     'email_and_retry',
@@ -159,78 +158,82 @@ function toInvoicingQboCustomerMatchingMode(value) {
  * form wins when present; a blank id in either is treated as unset so the picker
  * shows its placeholder rather than selecting nothing.
  */
-/**
- * The first id a picker can actually select. Callers list the QuickBooks id
- * first: the options are keyed on it, so an internal id selects nothing even
- * when it names the same record. Blank counts as absent, so a cleared field
- * falls through to the next candidate rather than selecting an empty option.
- */
-const firstSelectableInvoicingId = (candidates) => candidates.find((candidate) => candidate != null && candidate !== '');
-exports.firstSelectableInvoicingId = firstSelectableInvoicingId;
 function readInvoicingQboMappedAccountId(mappedAccount, legacyAccountId) {
-    // Both shapes are read: the mapping arrives either way depending on how it
-    // was saved.
-    return (0, exports.firstSelectableInvoicingId)([
+    // `qbo_id` first: the pickers key their options on the QuickBooks id, so an
+    // internal `account_id` would not select anything even when it is the same
+    // account. Both are read because the mapping arrives either way depending on
+    // how it was saved.
+    const candidates = [
         mappedAccount?.qbo_id,
         mappedAccount?.account_id,
         legacyAccountId,
-    ]);
+    ];
+    return candidates.find((candidate) => candidate != null && candidate !== '');
 }
-/**
- * The object key holding a mapped account, derived from its `*_account_id` code:
- * `deposit_account_id` arrives either as `deposit_account_id` or as a
- * `deposit_account` record. Derived rather than listed — the set of slots is the
- * config API's to grow, and a hardcoded list silently ignores any code it has
- * not heard of, which shows up as a mapping that will not save.
- */
-const mappedAccountKeyForCode = (code) => code.replace(/_id$/, '');
-/** Every mapping code a payload carries, in either shape. */
-const mappingCodesIn = (accountMappings) => [
-    ...new Set(Object.keys(accountMappings).map((key) => key.endsWith('_id') ? key : `${key}_id`)),
-];
 /**
  * Read one account-mapping dropdown value by its config `code` (the codes in
  * `qbo_account_mapping_kind_options` match the `account_mappings` field names).
  */
 function getInvoicingQboAccountMappingId(accountMappings, code) {
-    const slots = accountMappings;
-    const legacyId = slots?.[code];
-    return readInvoicingQboMappedAccountId(slots?.[mappedAccountKeyForCode(code)], typeof legacyId === 'string' ? legacyId : undefined);
+    switch (code) {
+        case 'deposit_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.deposit_account, accountMappings?.deposit_account_id);
+        case 'default_income_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.default_income_account, accountMappings?.default_income_account_id);
+        case 'discounts_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.discounts_account, accountMappings?.discounts_account_id);
+        case 'rounding_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.rounding_account, accountMappings?.rounding_account_id);
+        case 'write_off_account_id':
+            return readInvoicingQboMappedAccountId(accountMappings?.write_off_account, accountMappings?.write_off_account_id);
+        default:
+            return undefined;
+    }
 }
 /**
- * Expand each mapping from the id the picker submitted to the whole account, the
- * shape the service stores. Written at the request boundary rather than in the
- * page's draft so the UI keeps working in ids, and an id that no longer resolves
- * is left out — a mapping the service cannot expand is worse than none.
+ * Return a copy of the account mappings with the dropdown slot named by
+ * `code` set to `accountId`. Unknown codes leave the mappings unchanged.
  */
-const withInvoicingQboMappedAccounts = (accountMappings, accountByQboId) => {
-    if (accountMappings == null) {
-        return undefined;
-    }
-    const expanded = { ...accountMappings };
-    mappingCodesIn(accountMappings).forEach((code) => {
-        const objectKey = mappedAccountKeyForCode(code);
-        const accountId = getInvoicingQboAccountMappingId(accountMappings, code);
-        if (accountId == null) {
-            return;
-        }
-        const account = accountByQboId(accountId);
-        expanded[objectKey] =
-            account != null ? (0, accountPayload_1.toAccountPayload)(account) : undefined;
-        expanded[code] = undefined;
-    });
-    return expanded;
-};
-exports.withInvoicingQboMappedAccounts = withInvoicingQboMappedAccounts;
 function withInvoicingQboAccountMappingId(accountMappings, code, accountId) {
-    // Both slots are written together: setting only the bare id would leave the
-    // record shape behind, and the reader prefers it — so the selection just made
-    // would read back as whatever was mapped before.
-    return {
-        ...(accountMappings ?? {}),
-        [mappedAccountKeyForCode(code)]: undefined,
-        [code]: accountId,
-    };
+    // Both slots are written together. Setting only the bare id would leave the
+    // object shape behind, and the reader prefers it — so the selection just made
+    // would read back as whatever was mapped before. The object is dropped rather
+    // than rebuilt: only the id is known here, not the name that came with it.
+    const base = accountMappings ?? {};
+    switch (code) {
+        case 'deposit_account_id':
+            return {
+                ...base,
+                deposit_account: undefined,
+                deposit_account_id: accountId,
+            };
+        case 'default_income_account_id':
+            return {
+                ...base,
+                default_income_account: undefined,
+                default_income_account_id: accountId,
+            };
+        case 'discounts_account_id':
+            return {
+                ...base,
+                discounts_account: undefined,
+                discounts_account_id: accountId,
+            };
+        case 'rounding_account_id':
+            return {
+                ...base,
+                rounding_account: undefined,
+                rounding_account_id: accountId,
+            };
+        case 'write_off_account_id':
+            return {
+                ...base,
+                write_off_account: undefined,
+                write_off_account_id: accountId,
+            };
+        default:
+            return base;
+    }
 }
 function toInvoicingQboAccountMappingKindOption(option) {
     return {

package/lib/entity/invoicing/product/productPayload.d.ts

@@ -1,5 +1,3 @@
-import { AccountBasePayload } from '../../account/accountPayload';
-import { ClassBasePayload } from '../../class/classPayload';
 import { InvoicingPlanTier, InvoicingProduct } from './productState';
 export interface InvoicingPlanTierPayload {
     price: number;
@@ -9,18 +7,10 @@ export interface InvoicingPlanTierPayload {
     pricing_type?: string;
 }
 export interface InvoicingAccountingDetailPayload {
-    /**
-     * `account` and `accounting_class` hold whole records — what the service stores
-     * and what the catalog payload builder sends. The bare `accounting_code` /
-     * `accounting_category_1` are the older shape, still read so a plan saved
-     * before the rollover prefills.
-     */
-    account?: Partial<AccountBasePayload> | null;
     accounting_category_1?: string;
     accounting_category_2?: string;
     accounting_category_3?: string;
     accounting_category_4?: string;
-    accounting_class?: Partial<ClassBasePayload> | null;
     accounting_code?: string;
     sku?: string;
 }

package/lib/entity/invoicing/product/productPayload.js

@@ -4,7 +4,6 @@ exports.mapInvoicingProductPayloadToState = exports.mapInvoicingPlanTierPayloadT
 const amount_1 = require("../../../commonStateTypes/amount");
 const currencyHelper_1 = require("../../../commonStateTypes/currencyHelper");
 const zeniDayJS_1 = require("../../../zeniDayJS");
-const invoicingCommonPayload_1 = require("../invoicingCommonPayload");
 // ── Payload → State mappers (snake_case wire shape → camelCase domain shape) ──
 const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbol) => ({
     price: (0, amount_1.toAmount)(payload.price, currencyCode, currencySymbol),
@@ -15,22 +14,11 @@ const mapInvoicingPlanTierPayloadToState = (payload, currencyCode, currencySymbo
 });
 exports.mapInvoicingPlanTierPayloadToState = mapInvoicingPlanTierPayloadToState;
 const mapInvoicingAccountingDetailPayloadToState = (payload) => ({
-    // The QuickBooks id first in both, for the reason `firstSelectableInvoicingId`
-    // documents: the form's pickers are keyed on it, so reading the internal id
-    // would leave the field blank over a mapping that exists.
-    accountingCategory1: (0, invoicingCommonPayload_1.firstSelectableInvoicingId)([
-        payload.accounting_class?.qbo_id,
-        payload.accounting_class?.accounting_class_id,
-        payload.accounting_category_1,
-    ]),
+    accountingCategory1: payload.accounting_category_1,
     accountingCategory2: payload.accounting_category_2,
     accountingCategory3: payload.accounting_category_3,
     accountingCategory4: payload.accounting_category_4,
-    accountingCode: (0, invoicingCommonPayload_1.firstSelectableInvoicingId)([
-        payload.account?.qbo_id,
-        payload.account?.account_id,
-        payload.accounting_code,
-    ]),
+    accountingCode: payload.accounting_code,
     sku: payload.sku,
 });
 const mapInvoicingProductPayloadToState = (payload) => {

package/lib/entity/jeSchedules/jeScheduleHelper.d.ts

@@ -1,2 +1,3 @@
 import { ID } from '../../commonStateTypes/common';
 export declare function generateJEScheduleKey(jeScheduleId: ID, jeScheduleType: string): `${string}_${string}`;
+export declare function generateJEOneTimeAccrualKey(accrualId: ID): `${string}_one_time_accrual`;

package/lib/entity/jeSchedules/jeScheduleHelper.js

@@ -1,6 +1,13 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.generateJEScheduleKey = generateJEScheduleKey;
+exports.generateJEOneTimeAccrualKey = generateJEOneTimeAccrualKey;
 function generateJEScheduleKey(jeScheduleId, jeScheduleType) {
     return `${jeScheduleId}_${jeScheduleType}`;
 }
+// Suffixed rather than using the bare Mongo _id so the key is a distinct type from
+// JEScheduleKey / JEScheduleTransactionKey and the three cannot be passed interchangeably.
+// The unsuffixed id stays on the entity as `accrualId` for callers that need it.
+function generateJEOneTimeAccrualKey(accrualId) {
+    return `${accrualId}_one_time_accrual`;
+}

package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts

@@ -7,7 +7,7 @@ import { TransactionIDPayload } from '../transaction/payloadTypes/transactionIDP
 import { TransactionCategory } from '../transaction/stateTypes/transactionType';
 import { UserPayload } from '../user/userPayload';
 import { VendorPayload } from '../vendor/vendorPayload';
-import { JEAccruedScheduledTransactionState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
+import { JEAccruedScheduledTransactionState, JEOneTimeAccrualState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
 import { JEScheduleKey, JEScheduleTransactionKey } from './jeSchedulesTypes';
 export interface JEScheduleOtherAttributesPayload {
     asset_id?: string | null;
@@ -72,9 +72,13 @@ export interface JEScheduledTransactionPayload {
     updated_by: UserPayload;
     vendor: VendorPayload;
     ai_summaries?: JEScheduleAISummariesPayload;
+    confidence_score?: number | null;
+    create_time?: string | null;
     created_by?: UserPayload;
     end_date?: string | null;
+    posted_count?: number | null;
     recommendations?: JEScheduleRecommendationsPayload;
+    recurring_amount?: number | null;
     updated_at?: string | null;
 }
 export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {
@@ -84,6 +88,66 @@ export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTr
     memo: string;
     recurring_amount: number;
 }
+/**
+ * The frozen vendor profile the Cron used to decide an accrual, so the detail page can show its
+ * reasoning even after the live profile is rebuilt. Present on agent/Cron rows ONLY — a human-created
+ * accrual carries none, which is why every consumer has to treat it as absent rather than empty.
+ */
+export interface JEOneTimeAccrualProfileSnapshotPayload {
+    billing_pattern?: {
+        avg_amount?: number | null;
+        billing_lag_days?: number | null;
+        consistency_score?: number | null;
+        frequency?: string | null;
+        last_bill_amount?: number | null;
+        last_bill_date?: string | null;
+        months_of_history?: number | null;
+        typical_bill_day?: number | null;
+    } | null;
+    monthly_totals?: Record<string, number> | null;
+    sorted_months?: string[] | null;
+}
+/** The JE the AI originally suggested, frozen at draft time for suggested-vs-posted comparison. */
+export interface JEOneTimeAccrualAiSuggestionPayload {
+    estimated_amount?: number | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    memo?: string | null;
+}
+export interface JEOneTimeAccrualPayload {
+    _id: ID;
+    estimated_amount: number;
+    origin: string;
+    service_month: string;
+    status: string;
+    vendor_id: ID;
+    vendor_name: string;
+    actual_post_date?: string | null;
+    actual_reversal_post_date?: string | null;
+    ai_suggestion?: JEOneTimeAccrualAiSuggestionPayload | null;
+    automation_tier?: string | null;
+    created_by_user?: UserPayload | null;
+    currency?: string | null;
+    expected_reversal_date?: string | null;
+    je_credit_account_id?: ID | null;
+    je_credit_account_name?: string | null;
+    je_credit_accounting_class_id?: ID | null;
+    je_credit_accounting_class_name?: string | null;
+    je_debit_account_id?: ID | null;
+    je_debit_account_name?: string | null;
+    je_debit_accounting_class_id?: ID | null;
+    je_debit_accounting_class_name?: string | null;
+    memo?: string | null;
+    posting_date?: string | null;
+    profile_snapshot?: JEOneTimeAccrualProfileSnapshotPayload | null;
+    reversal_policy?: string | null;
+    reversal_transaction_id?: ID | null;
+    reversal_trigger?: string | null;
+    transaction_id?: ID | null;
+    transaction_integration_id?: ID | null;
+}
 export interface ScheduledJournalEntryPayload {
     actual_post_date: string | null;
     create_time: string | null;
@@ -114,3 +178,4 @@ export declare function getJEScheduleTransactionDetailKeyPayload(payload: Schedu
 export declare function getJEScheduleKey(payload: JEAccruedScheduledTransactionPayload): JEScheduleKey;
 export declare function toJEScheduledTransaction(payload: JEScheduledTransactionPayload): JEScheduledTransactionState;
 export declare function toJEAccruedScheduledTransaction(payload: JEAccruedScheduledTransactionPayload): JEAccruedScheduledTransactionState;
+export declare function toJEOneTimeAccrual(payload: JEOneTimeAccrualPayload): JEOneTimeAccrualState;

package/lib/entity/jeSchedules/jeSchedulesPayload.js

@@ -8,12 +8,15 @@ exports.getJEScheduleTransactionDetailKeyPayload = getJEScheduleTransactionDetai
 exports.getJEScheduleKey = getJEScheduleKey;
 exports.toJEScheduledTransaction = toJEScheduledTransaction;
 exports.toJEAccruedScheduledTransaction = toJEAccruedScheduledTransaction;
+exports.toJEOneTimeAccrual = toJEOneTimeAccrual;
 const amount_1 = require("../../commonStateTypes/amount");
 const timePeriod_1 = require("../../commonStateTypes/timePeriod");
 const zeniDayJS_1 = require("../../zeniDayJS");
+const zeniUrl_1 = require("../../zeniUrl");
 const transactionIDPayload_1 = require("../transaction/payloadTypes/transactionIDPayload");
 const jeScheduleHelper_1 = require("./jeScheduleHelper");
 const jeSchedulesTypes_1 = require("./jeSchedulesTypes");
+const USD_CURRENCY_CODE = 'USD';
 function toScheduledJournalEntryState(payload, currency_code, currency_symbol) {
     return {
         status: {
@@ -258,9 +261,18 @@ function toJEScheduledTransaction(payload) {
         startDate: payload.start_date != null ? (0, zeniDayJS_1.date)(payload.start_date) : undefined,
         endDate: payload.end_date != null ? (0, zeniDayJS_1.date)(payload.end_date) : undefined,
         period: payload.period != null ? Number(payload.period) : undefined,
+        recurringAmount: payload.recurring_amount != null
+            ? {
+                amount: payload.recurring_amount,
+                currencyCode: payload.currency_code,
+                currencySymbol: payload.currency_symbol,
+            }
+            : undefined,
+        postedCount: payload.posted_count ?? undefined,
         updatedByUserID: payload.updated_by.user_id,
         balanceAsOfToday: payload.balance ?? undefined,
         updatedAt: payload.updated_at != null ? (0, zeniDayJS_1.date)(payload.updated_at) : undefined,
+        createTime: payload.create_time != null ? (0, zeniDayJS_1.date)(payload.create_time) : undefined,
         jeCredit: {
             accountId: payload.je_credit_account_id ?? undefined,
             accountingClassId: payload.je_credit_accounting_class_id ?? undefined,
@@ -285,6 +297,7 @@ function toJEScheduledTransaction(payload) {
             : {},
         scheduledJournalEntry: [],
         aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
+        confidenceScore: payload.confidence_score ?? undefined,
         createdByUserID: payload.created_by?.user_id ?? undefined,
         recommendations: toJEScheduleRecommendations(payload.recommendations),
     };
@@ -342,3 +355,125 @@ function toJEAccruedScheduledTransaction(payload) {
         jeScheduleType: (0, jeSchedulesTypes_1.toScheduleTypesTypeStrict)(payload.je_schedule_type),
     };
 }
+/**
+ * Reads the months in the order the snapshot gives them rather than deriving a range: a vendor that
+ * skipped a month has no entry for it, so filling gaps would invent history that was never billed.
+ */
+function toJEOneTimeAccrualMonthlyTotals(snapshot, currencyCode) {
+    const monthlyTotals = snapshot.monthly_totals;
+    if (monthlyTotals == null) {
+        return [];
+    }
+    const months = snapshot.sorted_months ?? Object.keys(monthlyTotals).sort();
+    return months
+        .filter((month) => monthlyTotals[month] != null)
+        .map((month) => ({
+        month,
+        amount: toOneTimeAccrualAmount(monthlyTotals[month], currencyCode),
+    }));
+}
+function toJEOneTimeAccrualProfileSnapshot(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    const billingPattern = payload.billing_pattern;
+    return {
+        monthlyTotals: toJEOneTimeAccrualMonthlyTotals(payload, currencyCode),
+        billingPattern: billingPattern != null
+            ? {
+                frequency: billingPattern.frequency ?? undefined,
+                monthsOfHistory: billingPattern.months_of_history ?? undefined,
+                consistencyScore: billingPattern.consistency_score ?? undefined,
+                billingLagDays: billingPattern.billing_lag_days ?? undefined,
+                typicalBillDay: billingPattern.typical_bill_day ?? undefined,
+                avgAmount: billingPattern.avg_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.avg_amount, currencyCode)
+                    : undefined,
+                lastBillAmount: billingPattern.last_bill_amount != null
+                    ? toOneTimeAccrualAmount(billingPattern.last_bill_amount, currencyCode)
+                    : undefined,
+                lastBillDate: billingPattern.last_bill_date != null
+                    ? (0, zeniDayJS_1.date)(billingPattern.last_bill_date)
+                    : undefined,
+            }
+            : undefined,
+    };
+}
+function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        memo: payload.memo ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        estimatedAmount: payload.estimated_amount != null
+            ? toOneTimeAccrualAmount(payload.estimated_amount, currencyCode)
+            : undefined,
+    };
+}
+function toJEOneTimeAccrual(payload) {
+    return {
+        accrualId: payload._id,
+        vendorId: payload.vendor_id,
+        vendorName: payload.vendor_name,
+        serviceMonth: payload.service_month,
+        accrualStatus: (0, jeSchedulesTypes_1.toOneTimeAccrualStatusCodeType)(payload.status),
+        origin: (0, jeSchedulesTypes_1.toOneTimeAccrualOriginType)(payload.origin),
+        automationTier: payload.automation_tier != null
+            ? (0, jeSchedulesTypes_1.toOneTimeAccrualAutomationTierType)(payload.automation_tier)
+            : undefined,
+        estimatedAmount: toOneTimeAccrualAmount(payload.estimated_amount, payload.currency),
+        memo: payload.memo ?? '',
+        profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
+        aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
+        // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
+        // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
+        // create path's default when the field is absent on an older document.
+        reversalPolicy: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalPolicyType)(payload.reversal_policy ?? 'on_bill_match'),
+        reversalTrigger: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalTriggerType)(payload.reversal_trigger ?? undefined),
+        expectedReversalDate: payload.expected_reversal_date != null
+            ? (0, zeniDayJS_1.date)(payload.expected_reversal_date)
+            : undefined,
+        postingDate: payload.posting_date != null ? (0, zeniDayJS_1.date)(payload.posting_date) : undefined,
+        actualPostDate: payload.actual_post_date != null
+            ? (0, zeniDayJS_1.date)(payload.actual_post_date)
+            : undefined,
+        actualReversalPostDate: payload.actual_reversal_post_date != null
+            ? (0, zeniDayJS_1.date)(payload.actual_reversal_post_date)
+            : undefined,
+        jeDebitAccountId: payload.je_debit_account_id ?? undefined,
+        jeDebitAccountName: payload.je_debit_account_name ?? undefined,
+        jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
+        jeDebitAccountingClassName: payload.je_debit_accounting_class_name ?? undefined,
+        jeCreditAccountId: payload.je_credit_account_id ?? undefined,
+        jeCreditAccountName: payload.je_credit_account_name ?? undefined,
+        jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
+        jeCreditAccountingClassName: payload.je_credit_accounting_class_name ?? undefined,
+        transactionId: payload.transaction_id ?? undefined,
+        transactionIntegrationId: payload.transaction_integration_id ?? undefined,
+        reversalTransactionId: payload.reversal_transaction_id ?? undefined,
+        createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
+    };
+}
+// The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.
+// Only USD has a known glyph today (the create path is USD-only); anything else falls back to the
+// code, which reads correctly as "EUR 1,200" rather than silently rendering a wrong "$".
+function toOneTimeAccrualAmount(amount, currencyCode) {
+    const code = currencyCode ?? USD_CURRENCY_CODE;
+    return (0, amount_1.toAmount)(amount, code, code === USD_CURRENCY_CODE ? '$' : code);
+}
+function toJEOneTimeAccrualCreator(payload) {
+    if (payload == null) {
+        return undefined;
+    }
+    return {
+        userId: payload.user_id,
+        email: payload.email ?? undefined,
+        firstName: payload.first_name ?? undefined,
+        lastName: payload.last_name ?? undefined,
+        photo: payload.photo?.original != null
+            ? (0, zeniUrl_1.toZeniUrl)(payload.photo.original)
+            : undefined,
+    };
+}

package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts

@@ -1,5 +1,5 @@
 import { UpdateType } from '../../commonStateTypes/common';
-import { JEAccruedScheduledTransactionPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
+import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
 import { JESchedulesState } from './jeSchedulesState';
 export declare const initialState: JESchedulesState;
 export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeSchedulesTransactionsPayload: JEScheduledTransactionPayload[]], {
@@ -22,6 +22,8 @@ export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreator
     jeScheduleTransactionKey: `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
 }, "jeSchedules/deleteJESchedulesDetails", never, never>, deleteAccruedJESchedulesDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[JEScheduleKey: `${string}_${string}`], {
     JEScheduleKey: `${string}_${string}`;
-}, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>;
+}, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>, clearAllAccruedJESchedules: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllAccruedJESchedules">, clearAllJEScheduleTransactions: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllJEScheduleTransactions">, updateJEOneTimeAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[]], {
+    jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[];
+}, "jeSchedules/updateJEOneTimeAccruals", never, never>;
 declare const _default: import("redux").Reducer<JESchedulesState>;
 export default _default;