@zeniai/client-epic-state 5.2.10-betaRD1 → 5.2.11

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Files changed (145) hide show
  1. package/lib/entity/jeSchedules/jeScheduleHelper.d.ts +0 -1
  2. package/lib/entity/jeSchedules/jeScheduleHelper.js +0 -7
  3. package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +1 -66
  4. package/lib/entity/jeSchedules/jeSchedulesPayload.js +0 -135
  5. package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts +2 -4
  6. package/lib/entity/jeSchedules/jeSchedulesReducer.js +2 -30
  7. package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts +2 -11
  8. package/lib/entity/jeSchedules/jeSchedulesSelector.js +3 -38
  9. package/lib/entity/jeSchedules/jeSchedulesState.d.ts +1 -79
  10. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -24
  11. package/lib/entity/jeSchedules/jeSchedulesTypes.js +1 -88
  12. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  13. package/lib/entity/snackbar/snackbarTypes.js +0 -3
  14. package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts +0 -2
  15. package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  16. package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts +0 -2
  17. package/lib/epic.d.ts +1 -9
  18. package/lib/epic.js +0 -16
  19. package/lib/esm/entity/jeSchedules/jeScheduleHelper.js +0 -6
  20. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +1 -135
  21. package/lib/esm/entity/jeSchedules/jeSchedulesReducer.js +2 -30
  22. package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +2 -36
  23. package/lib/esm/entity/jeSchedules/jeSchedulesTypes.js +0 -78
  24. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -3
  25. package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  26. package/lib/esm/epic.js +0 -16
  27. package/lib/esm/index.js +8 -14
  28. package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js +6 -2
  29. package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewState.js +4 -0
  30. package/lib/esm/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js +10 -6
  31. package/lib/esm/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js +9 -5
  32. package/lib/esm/view/companyMonthEndReportView/monthEndTemplateData.js +32 -0
  33. package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
  34. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +5 -41
  35. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
  36. package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js +0 -55
  37. package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -306
  38. package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +22 -294
  39. package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +6 -5
  40. package/lib/esm/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js +1 -1
  41. package/lib/esm/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js +2 -7
  42. package/lib/esm/view/scheduleView/scheduleListView/scheduleListReducer.js +3 -5
  43. package/lib/index.d.ts +14 -18
  44. package/lib/index.js +47 -91
  45. package/lib/view/companyMonthEndReportView/companyMonthEndReportViewPayload.d.ts +8 -0
  46. package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts +6 -2
  47. package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js +6 -2
  48. package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.d.ts +2 -0
  49. package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.js +4 -0
  50. package/lib/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js +10 -6
  51. package/lib/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js +9 -5
  52. package/lib/view/companyMonthEndReportView/monthEndTemplateData.d.ts +16 -0
  53. package/lib/view/companyMonthEndReportView/monthEndTemplateData.js +36 -0
  54. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
  55. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts +2 -3
  56. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +3 -39
  57. package/lib/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
  58. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  59. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +3 -72
  60. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.js +1 -58
  61. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +12 -91
  62. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -308
  63. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +1 -1
  64. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +2 -2
  65. package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +7 -36
  66. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts +0 -34
  67. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +21 -302
  68. package/lib/view/expenseAutomationView/types/completedSubTab.d.ts +1 -1
  69. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +8 -82
  70. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -8
  71. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
  72. package/lib/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js +1 -1
  73. package/lib/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js +2 -7
  74. package/lib/view/scheduleView/scheduleListView/scheduleListReducer.d.ts +2 -4
  75. package/lib/view/scheduleView/scheduleListView/scheduleListReducer.js +3 -5
  76. package/package.json +1 -1
  77. package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.d.ts +0 -0
  78. package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js +0 -1
  79. package/lib/entity/invoicing/coupon/couponConstants.d.ts +0 -11
  80. package/lib/entity/invoicing/coupon/couponConstants.js +0 -29
  81. package/lib/esm/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js +0 -1
  82. package/lib/esm/entity/invoicing/coupon/couponConstants.js +0 -26
  83. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -45
  84. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -99
  85. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -25
  86. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -110
  87. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -79
  88. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -139
  89. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -106
  90. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -22
  91. package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -140
  92. package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -1
  93. package/lib/esm/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -106
  94. package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.js +0 -25
  95. package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.js +0 -15
  96. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -18
  97. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -18
  98. package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +0 -18
  99. package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.js +0 -16
  100. package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.js +0 -1
  101. package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.js +0 -60
  102. package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.js +0 -12
  103. package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.js +0 -1
  104. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.d.ts +0 -20
  105. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -49
  106. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.d.ts +0 -8
  107. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -103
  108. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts +0 -8
  109. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -29
  110. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.d.ts +0 -45
  111. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -114
  112. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.d.ts +0 -8
  113. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -83
  114. package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.d.ts +0 -12
  115. package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -146
  116. package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.d.ts +0 -64
  117. package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -110
  118. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts +0 -6
  119. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -26
  120. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.d.ts +0 -36
  121. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -145
  122. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts +0 -42
  123. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -2
  124. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts +0 -21
  125. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -112
  126. package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.d.ts +0 -6
  127. package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.js +0 -29
  128. package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.d.ts +0 -6
  129. package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.js +0 -19
  130. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.d.ts +0 -8
  131. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -22
  132. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.d.ts +0 -8
  133. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -22
  134. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.d.ts +0 -8
  135. package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +0 -22
  136. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.d.ts +0 -13
  137. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.js +0 -20
  138. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.d.ts +0 -11
  139. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.js +0 -2
  140. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.d.ts +0 -7
  141. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.js +0 -64
  142. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.d.ts +0 -12
  143. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.js +0 -15
  144. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.d.ts +0 -9
  145. package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.js +0 -2
@@ -3,9 +3,7 @@ import orderBy from 'lodash/orderBy';
3
3
  import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
4
4
  import { LAST_SCHEDULE_DAY_OF_MONTH, toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
5
5
  import { getAccountIdsForTypes } from '../../../entity/account/accountSelector';
6
- import { generateJEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeScheduleHelper';
7
- import { getJEAccruedScheduleByJEScheduleKey, getJEOneTimeAccrualByKey, getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
8
- import { ALL_SCHEDULES_TYPES, } from '../../../entity/jeSchedules/jeSchedulesTypes';
6
+ import { getJEScheduledTransactionByJEScheduleTransactionKey, } from '../../../entity/jeSchedules/jeSchedulesSelector';
9
7
  import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
10
8
  import { getAccountIdsForLabel, getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts, } from '../../accountList/accountListSelector';
11
9
  import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
@@ -13,126 +11,8 @@ import { getAccountsTypesForScheduleDetails } from '../../scheduleView/scheduleD
13
11
  import { filterNestedAccountHierarchyById } from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';
14
12
  import { getAccountLabelForScheduleType, getAccountsTypesForScheduleList, } from '../../scheduleView/scheduleListView/scheduleListHelper';
15
13
  import { getAllSteps } from './getAllStepsHelper';
16
- import { ALL_JE_PAGE_TABS, getJESchedulePeriodTabKey, } from '../types/jeSchedulesViewState';
17
14
  import { getJEAccountSettingsView } from './jeAccountSettingsViewSelector';
18
- import { getNewScheduleView } from './jeNewScheduleViewSelector';
19
- // Matches the AI-automation user addresses webc's schedule list row already
20
- // checks (JEScheduleReadOnlyListRow/JEScheduleDraftListRow "Method" column,
21
- // strings.ts aiBotEmail/botEmail) to determine whether a schedule was
22
- // created by the AI accountant vs. a human.
23
- const AI_BOT_EMAIL = 'ai@zeni.ai';
24
- const BOT_EMAIL = 'bot@zeni.ai';
25
- // A one-time accrual has no jeScheduleType of its own — it is not a JE schedule. It is still an
26
- // accrued expense, so it counts and filters under that type on the page's type tabs.
27
- const ONE_TIME_ACCRUAL_SCHEDULE_TYPE = 'accrued_expenses';
28
- // Which of the two list buckets an accrual belongs in. `draft` still needs a human to post it;
29
- // everything else is already on the books or in a transient claim.
30
- const ONE_TIME_ACCRUAL_REVIEW_STATUSES = [
31
- 'draft',
32
- ];
33
- /**
34
- * `posting_blocked` is written by the posting Cron when a JE fails to post. It is an internal
35
- * failure state with no human action attached, so it is dropped here rather than hidden at render
36
- * time — filtering in the view would leave the group counts and KPI totals counting rows nobody
37
- * can see. The expense-automation endpoint applies no status filter on the close-period path, so
38
- * these rows do arrive.
39
- */
40
- export function isRenderableOneTimeAccrual(accrual) {
41
- return accrual.accrualStatus !== 'posting_blocked';
42
- }
43
- export function getJEScheduleRowType(schedule) {
44
- return isOneTimeAccrualRow(schedule)
45
- ? ONE_TIME_ACCRUAL_SCHEDULE_TYPE
46
- : schedule.jeScheduleType;
47
- }
48
- export function isPendingReviewRow(schedule) {
49
- return isOneTimeAccrualRow(schedule)
50
- ? ONE_TIME_ACCRUAL_REVIEW_STATUSES.includes(schedule.accrualStatus)
51
- : schedule.status.code === 'draft';
52
- }
53
- // Belongs on the Existing Schedules tab. For an accrual the endpoint has already filtered to
54
- // posted, so this only has to agree with that rather than re-derive it.
55
- export function isExistingTabRow(schedule) {
56
- return isOneTimeAccrualRow(schedule)
57
- ? schedule.accrualStatus === 'posted'
58
- : schedule.status.code === 'ongoing';
59
- }
60
- // Exported (rather than kept as a closure inside the selector) so it can be
61
- // unit-tested directly — confidenceScore is a separate, more narrowly
62
- // populated field that can be null on a schedule the bot user created,
63
- // which previously caused these schedules to display as "AI Accountant" in
64
- // the list but count under "Manual" in the KPI summary.
65
- export const isAiAccountantSchedule = (schedule) => {
66
- // A one-time accrual records who made it as `origin`, which is authoritative — no email
67
- // sniffing needed, and the JE bot is often absent from the user entity entirely.
68
- if (isOneTimeAccrualRow(schedule)) {
69
- return schedule.origin === 'agent';
70
- }
71
- return (schedule.createdByUser?.email === AI_BOT_EMAIL ||
72
- schedule.createdByUser?.email === BOT_EMAIL);
73
- };
74
- // Accrued schedules are structurally distinct — no baseTransaction, carrying recurringAmount and
75
- // memo in its place — so anything reading baseTransaction has to branch on this first.
76
- //
77
- // Discriminates on jeAccruedScheduleKey, which only JEAccruedSchedule carries. jeScheduleType
78
- // cannot be used: it is a data field present on BOTH row shapes, so an accrued-typed row that
79
- // arrived through the prepaid/fixed DTO (failed_je_postings, legacy fetches) would be
80
- // misclassified and then crash on recurringAmount / jeAccruedScheduleKey.
81
- export function isAccruedScheduleRow(schedule) {
82
- return 'jeAccruedScheduleKey' in schedule;
83
- }
84
- // Same structural approach as isAccruedScheduleRow, and for the same reason: jeOneTimeAccrualKey
85
- // exists only on this shape. Note the two guards are NOT interchangeable — a one-time accrual is
86
- // not an accrued *schedule*, and routing it into the accrued branch would read recurringAmount,
87
- // render postedCount/lifecycleTotal as a lifecycle and startDate–endDate as a period, none of
88
- // which it has.
89
- export function isOneTimeAccrualRow(schedule) {
90
- return 'jeOneTimeAccrualKey' in schedule;
91
- }
92
- function getScheduleAmount(schedule) {
93
- if (isOneTimeAccrualRow(schedule)) {
94
- return schedule.estimatedAmount.amount;
95
- }
96
- if (isAccruedScheduleRow(schedule)) {
97
- return schedule.recurringAmount.amount;
98
- }
99
- return schedule.baseTransaction.amount.amount;
100
- }
101
- // A one-time accrual shares almost no sortable field with a schedule, so it gets its own accessor
102
- // rather than a guard on each of the dozen cases below. Keys with no meaning for a single-month
103
- // accrual -- amortizationPeriod, remainingMonths, runningBalance, jePostingDate, scheduleCategory --
104
- // deliberately fall through to undefined, which sorts them together at one end.
105
- function getOneTimeAccrualSortValue(accrual, sortKey) {
106
- switch (sortKey) {
107
- case 'vendor':
108
- return accrual.vendorName.toLowerCase();
109
- case 'category':
110
- return accrual.jeDebitAccountName?.toLowerCase();
111
- case 'class':
112
- return accrual.jeDebitAccountingClassName?.toLowerCase();
113
- case 'depCategory':
114
- return accrual.jeCreditAccountName?.toLowerCase();
115
- case 'type':
116
- return ONE_TIME_ACCRUAL_SCHEDULE_TYPE;
117
- case 'totalAmount':
118
- return accrual.estimatedAmount.amount;
119
- case 'transactionDate':
120
- return accrual.postingDate?.valueOf();
121
- case 'memo':
122
- return accrual.memo.toLowerCase();
123
- case 'startMonth':
124
- return accrual.serviceMonth;
125
- default:
126
- return undefined;
127
- }
128
- }
129
15
  function getJEScheduleSortAccessor(sortKey) {
130
- const scheduleAccessor = getScheduleRowSortAccessor(sortKey);
131
- return (schedule) => isOneTimeAccrualRow(schedule)
132
- ? getOneTimeAccrualSortValue(schedule, sortKey)
133
- : scheduleAccessor(schedule);
134
- }
135
- function getScheduleRowSortAccessor(sortKey) {
136
16
  switch (sortKey) {
137
17
  case 'vendor':
138
18
  return (s) => s.vendor.name?.toLowerCase();
@@ -143,9 +23,7 @@ function getScheduleRowSortAccessor(sortKey) {
143
23
  case 'depCategory':
144
24
  return (s) => s.jeCredit.account?.accountName?.toLowerCase();
145
25
  case 'scheduleCategory':
146
- return (s) => isAccruedScheduleRow(s)
147
- ? undefined
148
- : s.baseTransaction.account?.accountName?.toLowerCase();
26
+ return (s) => s.baseTransaction.account?.accountName?.toLowerCase();
149
27
  case 'startMonth':
150
28
  return (s) => s.startDate?.valueOf();
151
29
  case 'type':
@@ -173,13 +51,11 @@ function getScheduleRowSortAccessor(sortKey) {
173
51
  return s.balanceAsOfToday?.amount ?? null;
174
52
  };
175
53
  case 'totalAmount':
176
- return (s) => getScheduleAmount(s);
54
+ return (s) => s.baseTransaction.amount.amount;
177
55
  case 'transactionDate':
178
- return (s) => s.createTime?.valueOf();
56
+ return (s) => s.baseTransaction.date.valueOf();
179
57
  case 'memo':
180
- return (s) => isAccruedScheduleRow(s)
181
- ? s.memo.toLowerCase()
182
- : s.baseTransaction.memo?.toLowerCase();
58
+ return (s) => s.baseTransaction.memo?.toLowerCase();
183
59
  default:
184
60
  return (s) => s.startDate?.valueOf();
185
61
  }
@@ -191,15 +67,9 @@ function sortJEScheduledTransactions(transactions, sortKey, sortOrder) {
191
67
  export function getExpenseAutomationJESchedulesView(state) {
192
68
  const jeScheduledTransaction = [];
193
69
  const failedJeScheduledTransaction = [];
194
- const accruedSchedules = [];
195
- const oneTimeAccruals = [];
196
70
  const { accountState, accountListState, classState, classListState, expenseAutomationJESchedulesViewState, expenseAutomationViewState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
197
- const { jeScheduleTransactionKeysByPeriodAndTab, jeScheduleAccruedKeysByPeriodAndTab, jeScheduleOneTimeAccrualKeysByPeriodAndTab, failedJeScheduleTransactionKeysByPeriodAndTab, jeScheduleLocalDataById, postStatusById, ignoreStatusById, revertStatusById, oneTimeAccrualActionStatusById, uiState, error, fetchState, refreshStatus, newSchedule, } = expenseAutomationJESchedulesViewState;
71
+ const { jeScheduleTransactionKeysByPeriod, failedJeScheduleTransactionKeysByPeriod, jeScheduleLocalDataById, postStatusById, ignoreStatusById, uiState, error, fetchState, refreshStatus, } = expenseAutomationJESchedulesViewState;
198
72
  const accountSettingsView = getJEAccountSettingsView(state);
199
- const newScheduleView = newSchedule.selectedDetailScheduleType === 'fixed_assets' ||
200
- newSchedule.selectedDetailScheduleType === 'prepaid_expenses'
201
- ? getNewScheduleView(state, newSchedule.selectedDetailScheduleType)
202
- : undefined;
203
73
  const currentTenant = getCurrentTenant(state);
204
74
  const { selectedPeriodByTenantId } = expenseAutomationViewState;
205
75
  const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
@@ -227,48 +97,27 @@ export function getExpenseAutomationJESchedulesView(state) {
227
97
  const filteredDepAccountListNestedAccountHierarchy = filterNestedAccountHierarchyById(depAccountListNestedAccountHierarchy, filteredDepAccounts.map((account) => account.accountId));
228
98
  const classListNestedAccountHierarchy = getNestedClassListHierarchy(classListState);
229
99
  const monthYearPeriodId = selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;
230
- const selectedPeriodTabKey = monthYearPeriodId != null
231
- ? getJESchedulePeriodTabKey(uiState.selectedPageTab, monthYearPeriodId)
100
+ const jeScheduleTransactionKeysForSelectedPeriod = monthYearPeriodId != null
101
+ ? jeScheduleTransactionKeysByPeriod[monthYearPeriodId]
232
102
  : null;
233
- const jeScheduleTransactionKeysForSelectedTab = selectedPeriodTabKey != null
234
- ? jeScheduleTransactionKeysByPeriodAndTab[selectedPeriodTabKey]
235
- : undefined;
236
- const failedJeScheduleTransactionKeysForSelectedTab = selectedPeriodTabKey != null
237
- ? failedJeScheduleTransactionKeysByPeriodAndTab[selectedPeriodTabKey]
238
- : undefined;
239
- // Distinguishes "this tab has never been fetched for this period" from "fetched and genuinely
240
- // empty". Without it the page cannot tell a first visit from a real empty state, and renders an
241
- // empty table where it should render a skeleton.
242
- const hasLoadedForSelectedTab = jeScheduleTransactionKeysForSelectedTab != null;
243
- const jeScheduleTransactionKeys = jeScheduleTransactionKeysForSelectedTab ?? [];
244
- const failedJeScheduleTransactionKeys = failedJeScheduleTransactionKeysForSelectedTab ?? [];
245
- const jeScheduleAccruedKeys = (selectedPeriodTabKey != null
246
- ? jeScheduleAccruedKeysByPeriodAndTab[selectedPeriodTabKey]
247
- : undefined) ?? [];
248
- const jeScheduleOneTimeAccrualKeys = (selectedPeriodTabKey != null
249
- ? jeScheduleOneTimeAccrualKeysByPeriodAndTab[selectedPeriodTabKey]
250
- : undefined) ?? [];
251
- jeScheduleOneTimeAccrualKeys.forEach((jeOneTimeAccrualKey) => {
252
- const accrual = getJEOneTimeAccrualByKey(jeOneTimeAccrualKey, state.jeSchedulesState);
253
- if (accrual != null && isRenderableOneTimeAccrual(accrual)) {
254
- oneTimeAccruals.push(accrual);
255
- }
256
- });
103
+ const failedJeScheduleTransactionKeysForSelectedPeriod = monthYearPeriodId != null
104
+ ? failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId]
105
+ : null;
106
+ const jeScheduleTransactionKeys = jeScheduleTransactionKeysForSelectedPeriod ?? [];
107
+ const failedJeScheduleTransactionKeys = failedJeScheduleTransactionKeysForSelectedPeriod ?? [];
257
108
  jeScheduleTransactionKeys.forEach((jeScheduleKey) => {
258
109
  const jeScheduleDetails = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
259
110
  jeScheduledTransaction.push(jeScheduleDetails);
260
111
  });
261
- jeScheduleAccruedKeys.forEach((jeAccruedScheduleKey) => {
262
- const accruedScheduleDetails = getJEAccruedScheduleByJEScheduleKey(jeAccruedScheduleKey, state);
263
- if (accruedScheduleDetails != null) {
264
- accruedSchedules.push(accruedScheduleDetails);
265
- }
266
- });
267
112
  failedJeScheduleTransactionKeys.forEach((jeScheduleKey) => {
268
113
  const jeScheduleDetails = getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);
269
114
  failedJeScheduledTransaction.push(jeScheduleDetails);
270
115
  });
271
- const { sortKey, sortOrder, selectedJETypeFilter } = uiState;
116
+ const { sortKey, sortOrder } = uiState;
117
+ const draftSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'), sortKey, sortOrder);
118
+ const ongoingSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'ongoing'), sortKey, sortOrder);
119
+ const completedSchedules = sortJEScheduledTransactions(jeScheduledTransaction.filter((schedule) => schedule.status.code === 'completed' ||
120
+ schedule.status.code === 'marked_as_completed'), sortKey, sortOrder);
272
121
  const unsortedResolveSchedules = [];
273
122
  failedJeScheduledTransaction.forEach((schedule) => {
274
123
  schedule.scheduledJournalEntry.forEach((journalEntry) => {
@@ -280,87 +129,10 @@ export function getExpenseAutomationJESchedulesView(state) {
280
129
  });
281
130
  const resolveSchedules = sortJEScheduledTransactions(unsortedResolveSchedules, sortKey, sortOrder);
282
131
  const validResolveForPending = unsortedResolveSchedules.filter((r) => jeScheduleLocalDataById[r.scheduledJournalEntry.scheduledJournalEntryID] != null);
283
- const matchesTypeFilter = (schedule) => selectedJETypeFilter == null ||
284
- getJEScheduleRowType(schedule) === selectedJETypeFilter;
285
- const isCreatedStatus = (schedule) => {
286
- // An accrual is "created" once it is not review work: posted, reversing, reversed, or in a
287
- // transient posting claim.
288
- if (isOneTimeAccrualRow(schedule)) {
289
- return !isPendingReviewRow(schedule);
290
- }
291
- return (schedule.status.code === 'ongoing' ||
292
- schedule.status.code === 'completed' ||
293
- schedule.status.code === 'marked_as_completed');
294
- };
295
- const allScheduleRows = [
296
- ...jeScheduledTransaction,
297
- ...accruedSchedules,
298
- ...oneTimeAccruals,
299
- ];
300
132
  const pendingReviewSchedules = sortJEScheduledTransactions([
301
- ...allScheduleRows.filter((schedule) => isPendingReviewRow(schedule) && matchesTypeFilter(schedule)),
133
+ ...jeScheduledTransaction.filter((schedule) => schedule.status.code === 'draft'),
302
134
  ...validResolveForPending,
303
135
  ], sortKey, sortOrder);
304
- const createdSchedules = sortJEScheduledTransactions(allScheduleRows.filter((schedule) => isCreatedStatus(schedule) && matchesTypeFilter(schedule)), sortKey, sortOrder);
305
- // KPI summary — derived from unfiltered schedules so counts are always accurate
306
- const allSchedules = allScheduleRows;
307
- const sumAmount = (schedules) => schedules.reduce((total, schedule) => total + (getScheduleAmount(schedule) ?? 0), 0);
308
- const pendingReviewTotal = sumAmount(pendingReviewSchedules);
309
- const createdTotal = sumAmount(createdSchedules);
310
- const aiAccountantSchedules = allSchedules.filter(isAiAccountantSchedule);
311
- const manualSchedules = allSchedules.filter((schedule) => !isAiAccountantSchedule(schedule));
312
- const pendingUnfiltered = allSchedules.filter((schedule) => isPendingReviewRow(schedule));
313
- const kpiSummary = {
314
- aiAccountant: {
315
- count: aiAccountantSchedules.length,
316
- amount: sumAmount(aiAccountantSchedules),
317
- },
318
- manual: {
319
- count: manualSchedules.length,
320
- amount: sumAmount(manualSchedules),
321
- },
322
- needsReview: {
323
- count: pendingUnfiltered.length,
324
- amount: sumAmount(pendingUnfiltered),
325
- },
326
- total: {
327
- count: allSchedules.length,
328
- amount: sumAmount(allSchedules),
329
- },
330
- };
331
- // Each tab's badge counts from that tab's own bucket. A tab that has not been fetched yet
332
- // reports undefined rather than 0, so the UI can hide the badge instead of asserting "none".
333
- const scheduleCountsByTab = {};
334
- ALL_JE_PAGE_TABS.forEach((pageTab) => {
335
- const periodTabKey = monthYearPeriodId != null
336
- ? getJESchedulePeriodTabKey(pageTab, monthYearPeriodId)
337
- : null;
338
- const transactionKeys = periodTabKey != null
339
- ? jeScheduleTransactionKeysByPeriodAndTab[periodTabKey]
340
- : undefined;
341
- if (transactionKeys == null) {
342
- return;
343
- }
344
- const accruedKeys = (periodTabKey != null
345
- ? jeScheduleAccruedKeysByPeriodAndTab[periodTabKey]
346
- : undefined) ?? [];
347
- const oneTimeAccrualKeys = (periodTabKey != null
348
- ? jeScheduleOneTimeAccrualKeysByPeriodAndTab[periodTabKey]
349
- : undefined) ?? [];
350
- const rowsForTab = [
351
- ...transactionKeys.map((transactionKey) => getJEScheduledTransactionByJEScheduleTransactionKey(transactionKey, state)),
352
- ...accruedKeys
353
- .map((accruedKey) => getJEAccruedScheduleByJEScheduleKey(accruedKey, state))
354
- .filter((accruedRow) => accruedRow != null),
355
- ...oneTimeAccrualKeys
356
- .map((accrualKey) => getJEOneTimeAccrualByKey(accrualKey, state.jeSchedulesState))
357
- .filter((accrualRow) => accrualRow != null && isRenderableOneTimeAccrual(accrualRow)),
358
- ];
359
- scheduleCountsByTab[pageTab] =
360
- pageTab === 'existing_schedules'
361
- ? rowsForTab.filter((row) => isExistingTabRow(row)).length
362
- : rowsForTab.filter((row) => isPendingReviewRow(row) || isCreatedStatus(row)).length;
363
- });
364
136
  const allSteps = monthYearPeriodId != null
365
137
  ? getAllSteps(monthEndCloseChecksState, monthYearPeriodId, currentTenant.tenantId)
366
138
  : [];
@@ -373,20 +145,6 @@ export function getExpenseAutomationJESchedulesView(state) {
373
145
  { fetchState, error },
374
146
  monthEndFetchState,
375
147
  ]);
376
- const countByType = (schedules) => {
377
- const counts = ALL_SCHEDULES_TYPES.reduce((acc, type) => ({ ...acc, [type]: 0 }), {});
378
- schedules.forEach((schedule) => {
379
- const scheduleType = getJEScheduleRowType(schedule);
380
- if (scheduleType != null) {
381
- counts[scheduleType] += 1;
382
- }
383
- });
384
- return counts;
385
- };
386
- const jeScheduleTypeCounts = {
387
- active: countByType(allSchedules.filter((schedule) => isPendingReviewRow(schedule) || isCreatedStatus(schedule))),
388
- ongoing: countByType(allSchedules.filter((schedule) => isExistingTabRow(schedule))),
389
- };
390
148
  return {
391
149
  uncategorizedAccounts,
392
150
  allDepreciationAccountList: filteredDepAccounts,
@@ -395,21 +153,14 @@ export function getExpenseAutomationJESchedulesView(state) {
395
153
  allAccountList: filteredAccounts,
396
154
  accountListNestedAccountHierarchy,
397
155
  allClassList: allClasses,
398
- createdSchedules,
399
- createdTotal,
400
- hasLoadedForSelectedTab,
401
- jeScheduleTypeCounts,
402
- scheduleCountsByTab,
403
- kpiSummary,
156
+ completedSchedules,
157
+ draftSchedules,
158
+ ongoingSchedules,
404
159
  pendingReviewSchedules,
405
- pendingReviewTotal,
406
160
  resolveSchedules: resolveSchedules,
407
161
  accountSettingsView,
408
- newScheduleView,
409
162
  postStatusById: postStatusById,
410
163
  ignoreStatusById: ignoreStatusById,
411
- revertStatusById: revertStatusById,
412
- oneTimeAccrualActionStatusById: oneTimeAccrualActionStatusById,
413
164
  fetchState: reducedFetchStatus.fetchState,
414
165
  jeScheduleLocalDataById: jeScheduleLocalDataById,
415
166
  uiState: uiState,
@@ -418,26 +169,3 @@ export function getExpenseAutomationJESchedulesView(state) {
418
169
  completionStatus,
419
170
  };
420
171
  }
421
- /**
422
- * One accrual plus the status of its promote / ignore request, for the detail screen.
423
- *
424
- * `accrual` is undefined on a cold load — a refresh or a shared link, where the list has never run
425
- * — so the screen dispatches `fetchOneTimeAccrual` and waits on `detailFetchState`. The two states
426
- * are separate on purpose: `actionFetchState` drives the row spinner and the post-revert navigation,
427
- * and a page load must not look like an action that just finished.
428
- */
429
- export function getExpenseAutomationJEOneTimeAccrualDetailView(state, accrualId) {
430
- return {
431
- accrual: getJEOneTimeAccrualByKey(generateJEOneTimeAccrualKey(accrualId), state.jeSchedulesState),
432
- actionFetchState: state.expenseAutomationJESchedulesViewState
433
- .oneTimeAccrualActionStatusById[accrualId] ?? {
434
- fetchState: 'Not-Started',
435
- error: undefined,
436
- },
437
- detailFetchState: state.expenseAutomationJESchedulesViewState
438
- .oneTimeAccrualFetchStatusById[accrualId] ?? {
439
- fetchState: 'Not-Started',
440
- error: undefined,
441
- },
442
- };
443
- }
@@ -16,8 +16,9 @@ const JE_SCHEDULE_SORT_KEYS = [
16
16
  'memo',
17
17
  ];
18
18
  export const toJEScheduleSortKey = (v) => stringToUnion(v, JE_SCHEDULE_SORT_KEYS);
19
- const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
20
- export const toJEPageTab = (v) => stringToUnion(v, JE_PAGE_TABS);
21
- export const ALL_JE_PAGE_TABS = JE_PAGE_TABS;
22
- export const getJESchedulePeriodTabKey = (selectedPageTab, monthYearPeriodId) => `${selectedPageTab}_${monthYearPeriodId}`;
23
- export const MIN_NEW_SCHEDULE_SEARCH_LENGTH = 2;
19
+ const JE_SCHEDULE_MAIN_TABS = [
20
+ 'pending_review',
21
+ 'ongoing',
22
+ 'completed',
23
+ ];
24
+ export const toJEScheduleMainTab = (v) => stringToUnion(v, JE_SCHEDULE_MAIN_TABS);
@@ -30,7 +30,7 @@ export const fetchAccruedScheduleListEpic = (actions$, state$, zeniAPI) => actio
30
30
  je_schedule_type: scheduleType,
31
31
  sort_by: 'transaction_date',
32
32
  sort_order: 'desc',
33
- filter: action.payload.statusFilter,
33
+ filter: 'all',
34
34
  };
35
35
  return zeniAPI
36
36
  .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -7,14 +7,9 @@ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePay
7
7
  import { fetchDownloadSchedules, getState, updateDownloadScheduleFailure, updateDownloadScheduleSuccess, } from '../scheduleListReducer';
8
8
  import { getScheduleListKey } from '../scheduleListTypes';
9
9
  export const fetchDownloadSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchDownloadSchedules.match), mergeMap((action) => {
10
- const { scheduleType, downloadCategories, statusFilter } = action.payload;
10
+ const { scheduleType, downloadCategories } = action.payload;
11
11
  const scheduleListState = state$.value.scheduleListState;
12
12
  // if parameters are provided, use those. else go to localdata
13
- // Accrued is deliberately not served here. Its rows come back in a different shape, this
14
- // epic writes them through updateJESchedules (the prepaid / fixed mapper), and
15
- // doUpdateScheduleList never flips downloadState for accrued -- so a request would store the
16
- // wrong data and then never report completion. Accrued downloads go through
17
- // fetchAccruedScheduleList, which owns that shape end to end.
18
13
  let scheduleState;
19
14
  if (scheduleType !== 'accrued_expenses') {
20
15
  scheduleState = getState(scheduleListState, scheduleType);
@@ -39,7 +34,7 @@ export const fetchDownloadSchedulesEpic = (actions$, state$, zeniAPI) => actions
39
34
  base_txn_account_ids: downloadCategories,
40
35
  sort_by: 'transaction_date',
41
36
  sort_order: 'desc',
42
- filter: statusFilter,
37
+ filter: 'all',
43
38
  };
44
39
  return zeniAPI
45
40
  .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/schedules/download?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -84,8 +84,8 @@ const scheduleListView = createSlice({
84
84
  reducers: {
85
85
  fetchDownloadSchedules: {
86
86
  reducer(draft, action) {
87
- // Accrued is not downloaded through this action -- see fetchDownloadSchedulesEpic for why.
88
87
  if (action.payload.scheduleType !== 'accrued_expenses') {
88
+ //if condition added for type narrowing
89
89
  const state = getState(draft, action.payload.scheduleType);
90
90
  const selectedTimeframe = action.payload.timeframeAndCategory.selectedTimeframe;
91
91
  const selectedCategoryId = action.payload.timeframeAndCategory.selectedCategoryId;
@@ -109,14 +109,13 @@ const scheduleListView = createSlice({
109
109
  updateState(draft, action.payload.scheduleType, state);
110
110
  }
111
111
  },
112
- prepare(scheduleType, timeframeAndCategory, downloadCategories, statusFilter = 'all', cacheOverride = false) {
112
+ prepare(scheduleType, timeframeAndCategory, downloadCategories, cacheOverride = false) {
113
113
  return {
114
114
  payload: {
115
115
  timeframeAndCategory,
116
116
  scheduleType,
117
117
  cacheOverride,
118
118
  downloadCategories,
119
- statusFilter,
120
119
  },
121
120
  };
122
121
  },
@@ -152,13 +151,12 @@ const scheduleListView = createSlice({
152
151
  updateState(draft, action.payload.scheduleType, state);
153
152
  }
154
153
  },
155
- prepare(scheduleType, timeframeAndCategory, cacheOverride = false, statusFilter = 'all') {
154
+ prepare(scheduleType, timeframeAndCategory, cacheOverride = false) {
156
155
  return {
157
156
  payload: {
158
157
  timeframeAndCategory,
159
158
  scheduleType,
160
159
  cacheOverride,
161
- statusFilter,
162
160
  },
163
161
  };
164
162
  },