@zeniai/client-epic-state 5.2.10-betaRD1 → 5.2.11
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/entity/jeSchedules/jeScheduleHelper.d.ts +0 -1
- package/lib/entity/jeSchedules/jeScheduleHelper.js +0 -7
- package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +1 -66
- package/lib/entity/jeSchedules/jeSchedulesPayload.js +0 -135
- package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts +2 -4
- package/lib/entity/jeSchedules/jeSchedulesReducer.js +2 -30
- package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts +2 -11
- package/lib/entity/jeSchedules/jeSchedulesSelector.js +3 -38
- package/lib/entity/jeSchedules/jeSchedulesState.d.ts +1 -79
- package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -24
- package/lib/entity/jeSchedules/jeSchedulesTypes.js +1 -88
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +0 -3
- package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts +0 -2
- package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
- package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts +0 -2
- package/lib/epic.d.ts +1 -9
- package/lib/epic.js +0 -16
- package/lib/esm/entity/jeSchedules/jeScheduleHelper.js +0 -6
- package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +1 -135
- package/lib/esm/entity/jeSchedules/jeSchedulesReducer.js +2 -30
- package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +2 -36
- package/lib/esm/entity/jeSchedules/jeSchedulesTypes.js +0 -78
- package/lib/esm/entity/snackbar/snackbarTypes.js +0 -3
- package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
- package/lib/esm/epic.js +0 -16
- package/lib/esm/index.js +8 -14
- package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js +6 -2
- package/lib/esm/view/companyMonthEndReportView/companyMonthEndReportViewState.js +4 -0
- package/lib/esm/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js +10 -6
- package/lib/esm/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js +9 -5
- package/lib/esm/view/companyMonthEndReportView/monthEndTemplateData.js +32 -0
- package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +5 -41
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
- package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js +0 -55
- package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -306
- package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +22 -294
- package/lib/esm/view/expenseAutomationView/types/jeSchedulesViewState.js +6 -5
- package/lib/esm/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js +1 -1
- package/lib/esm/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js +2 -7
- package/lib/esm/view/scheduleView/scheduleListView/scheduleListReducer.js +3 -5
- package/lib/index.d.ts +14 -18
- package/lib/index.js +47 -91
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewPayload.d.ts +8 -0
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.d.ts +6 -2
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewReducer.js +6 -2
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.d.ts +2 -0
- package/lib/view/companyMonthEndReportView/companyMonthEndReportViewState.js +4 -0
- package/lib/view/companyMonthEndReportView/epics/saveCompanyMonthEndReportEpic.js +10 -6
- package/lib/view/companyMonthEndReportView/epics/sendCompanyMonthEndReportEpic.js +9 -5
- package/lib/view/companyMonthEndReportView/monthEndTemplateData.d.ts +16 -0
- package/lib/view/companyMonthEndReportView/monthEndTemplateData.js +36 -0
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
- package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts +2 -3
- package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +3 -39
- package/lib/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +3 -72
- package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.js +1 -58
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +12 -91
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -308
- package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +1 -1
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +7 -36
- package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts +0 -34
- package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +21 -302
- package/lib/view/expenseAutomationView/types/completedSubTab.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +8 -82
- package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -8
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
- package/lib/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js +1 -1
- package/lib/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js +2 -7
- package/lib/view/scheduleView/scheduleListView/scheduleListReducer.d.ts +2 -4
- package/lib/view/scheduleView/scheduleListView/scheduleListReducer.js +3 -5
- package/package.json +1 -1
- package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.d.ts +0 -0
- package/lib/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js +0 -1
- package/lib/entity/invoicing/coupon/couponConstants.d.ts +0 -11
- package/lib/entity/invoicing/coupon/couponConstants.js +0 -29
- package/lib/esm/commonStateTypes/selectorTypes/pickAndMergeForecastSection.js +0 -1
- package/lib/esm/entity/invoicing/coupon/couponConstants.js +0 -26
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -45
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -99
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -25
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -110
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -79
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -139
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -106
- package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -22
- package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -140
- package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -1
- package/lib/esm/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -106
- package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.js +0 -25
- package/lib/esm/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.js +0 -15
- package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -18
- package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -18
- package/lib/esm/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +0 -18
- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.js +0 -16
- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.js +0 -1
- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.js +0 -60
- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.js +0 -12
- package/lib/esm/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.js +0 -1
- package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.d.ts +0 -20
- package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -49
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.d.ts +0 -8
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -103
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts +0 -8
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -29
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.d.ts +0 -45
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -114
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.d.ts +0 -8
- package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -83
- package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.d.ts +0 -12
- package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -146
- package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.d.ts +0 -64
- package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -110
- package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts +0 -6
- package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -26
- package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.d.ts +0 -36
- package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -145
- package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts +0 -42
- package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -2
- package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts +0 -21
- package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -112
- package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.d.ts +0 -6
- package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboAccountsEpic.js +0 -29
- package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.d.ts +0 -6
- package/lib/view/invoicing/invoicingQboView/epics/fetchInvoicingQboClassesEpic.js +0 -19
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.d.ts +0 -8
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoIntroClosedByOutsideClickEpic.js +0 -22
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.d.ts +0 -8
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryPromoRemindMeLaterClickedEpic.js +0 -22
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.d.ts +0 -8
- package/lib/view/spendManagement/treasury/treasurySetUp/epic/updateTreasuryVideoViewedEpic.js +0 -22
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.d.ts +0 -13
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardEpic.js +0 -20
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.d.ts +0 -11
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardPayload.js +0 -2
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.d.ts +0 -7
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardReducer.js +0 -64
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.d.ts +0 -12
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardSelector.js +0 -15
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.d.ts +0 -9
- package/lib/view/zeniAccountsPromoCard/zeniAccountsPromoCardState.js +0 -2
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import { AttachmentFilePayload } from '../../entity/file/filePayload';
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import { ZeniAPIResponse } from '../../responsePayload';
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export type MonthEndTemplateData = Record<string, unknown>;
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/**
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* The AI CFO insight fields a controller can edit before the month-end email
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* is sent. Keys are the `agent_insights_*` merge vars the email template
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* renders from, so this object is merged straight into `template_data`.
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*/
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export type AgentInsightEdits = Record<`agent_insights_${string}`, string>;
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export interface CompanyMonthEndReportViewPayload {
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files: AttachmentFilePayload[];
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html: string | null;
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template_data: MonthEndTemplateData;
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tenant_receiver_email_list: string[];
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zeni_requests_data: string[];
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agent_insights_edited_at?: string | null;
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agent_insights_edited_by?: string | null;
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draft_user_id?: string;
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last_month_end_email_draft_saved_at?: string;
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zeni_requests_html?: string;
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import { FetchState, FetchStateAndError, ID } from '../../commonStateTypes/common';
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import { ZeniAPIStatus } from '../../responsePayload';
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import { ZeniDate } from '../../zeniDayJS';
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import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
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import { AgentInsightEdits, CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportHistoricDatesPayload, CompanyMonthEndReportTemplatesPayload, CompanyMonthEndReportViewPayload } from './companyMonthEndReportViewPayload';
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import { AuditSummaryData, CompanyMonthEndReportData, CompanyMonthEndReportViewState, CompanyMonthReportTemplates } from './companyMonthEndReportViewState';
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export declare const initialState: CompanyMonthEndReportViewState;
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export declare const initialCompanyMonthEndReportData: CompanyMonthEndReportData;
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@@ -35,7 +35,10 @@ export declare const fetchImproveUsingZeniGPT: import("@reduxjs/toolkit").Action
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companyId: string;
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fileId: string | undefined;
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tenantId: string | undefined;
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}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined,
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}, "reviewCompanyView/sendCompanyMonthEndReport", never, never>, saveCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[recipientEmailList: any, companyId: string, subject: string, isPreview: boolean, fileId?: string | undefined, zeniRequestsHtml?: string | undefined, options?: {
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agentInsightEdits?: AgentInsightEdits;
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tenantId?: ID;
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} | undefined], {
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recipientEmailList: any;
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companyId: string;
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subject: string;
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fileId: string | undefined;
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zeniRequestsHtml: string | undefined;
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tenantId: string | undefined;
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agentInsightEdits: AgentInsightEdits | undefined;
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}, "reviewCompanyView/saveCompanyMonthEndReport", never, never>, updateStatusForSendCompanyMonthEndReport: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, status: FetchState, error?: ZeniAPIStatus<Record<string, unknown>> | undefined], {
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companyId: string;
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status: FetchState;
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},
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saveCompanyMonthEndReport: {
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// are optional and neither is a distinct type, so a swapped call would
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// compile silently.
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prepare(recipientEmailList, companyId, subject, isPreview, fileId, zeniRequestsHtml, options) {
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return {
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payload: {
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recipientEmailList,
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tenantId: options?.tenantId,
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agentInsightEdits: options?.agentInsightEdits,
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},
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};
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},
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import { CompanyMonthEndHistoricReportPayload, CompanyMonthEndReportViewPayload, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
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export interface CompanyMonthEndReportData {
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recipientEmailList: string[];
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agentInsightsEditedAt?: ZeniDate;
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agentInsightsEditedBy?: string;
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attachmentFile?: AttachmentFile;
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: undefined,
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draftUserId: data.draft_user_id,
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zeniRequestsData: data.zeni_requests_data ?? [],
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agentInsightsEditedBy: data.agent_insights_edited_by ?? undefined,
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agentInsightsEditedAt: data.agent_insights_edited_at != null
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? (0, zeniDayJS_1.date)(data.agent_insights_edited_at)
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: undefined,
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};
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};
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exports.toCompanyMonthEndReportData = toCompanyMonthEndReportData;
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const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
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const responsePayload_1 = require("../../../responsePayload");
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const zeniDayJS_1 = require("../../../zeniDayJS");
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const monthEndTemplateData_1 = require("../monthEndTemplateData");
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const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
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const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.saveCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
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const { companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
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const { agentInsightEdits, companyId, recipientEmailList, subject, isPreview, fileId, zeniRequestsHtml, tenantId, } = action.payload;
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const state = state$.value;
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const company = state.companyState.companiesById[companyId];
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const companyName = state.companyState.companiesById[companyId].companyInfo.name;
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@@ -30,15 +31,18 @@ const saveCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
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}
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}
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const payload = {
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template_data:
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...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
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subject,
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},
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template_data: (0, monthEndTemplateData_1.buildMonthEndTemplateData)(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject, agentInsightEdits),
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recipient_email_list: recipientEmailList,
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tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
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last_report_sent_business_day: lastReportSentBusinessDay,
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last_report_sent_date: lastReportSentDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
|
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-
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// Three-way, because the server distinguishes all three: an empty string means the user
|
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// cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
|
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// means this save was not about Zeni Requests at all — the key is omitted so the draft's
|
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// existing text is left alone.
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...(zeniRequestsHtml !== undefined && {
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zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
|
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+
}),
|
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files: filePayload,
|
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};
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const query = { is_preview: isPreview };
|
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@@ -10,6 +10,7 @@ const snackbarReducer_1 = require("../../../entity/snackbar/snackbarReducer");
|
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10
10
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const responsePayload_1 = require("../../../responsePayload");
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const zeniDayJS_1 = require("../../../zeniDayJS");
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const companyViewReducer_1 = require("../../companyView/companyViewReducer");
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+
const monthEndTemplateData_1 = require("../monthEndTemplateData");
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const companyMonthEndReportViewReducer_1 = require("../companyMonthEndReportViewReducer");
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const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(companyMonthEndReportViewReducer_1.sendCompanyMonthEndReport.match), (0, operators_1.mergeMap)((action) => {
|
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const { companyId, fileId, tenantId } = action.payload;
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@@ -34,15 +35,18 @@ const sendCompanyMonthEndReportEpic = (actions$, state$, zeniAPI) => actions$.pi
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}
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}
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const payload = {
|
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template_data:
|
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...state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData,
|
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subject,
|
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-
},
|
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template_data: (0, monthEndTemplateData_1.buildMonthEndTemplateData)(state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.templateData, subject),
|
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recipient_email_list: recipientEmailList,
|
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tenant_receiver_email_list: state.companyMonthEndReportViewState.monthEndReportDataByCompanyId[companyId].companyMonthEndReportData.tenantReceiverEmailList,
|
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last_report_sent_business_day: lastReportSentBusinessDay,
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last_report_sent_date: lastReportSentDate.format(timePeriod_1.DEFAULT_DATE_FORMAT),
|
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-
|
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+
// Three-way, because the server distinguishes all three: an empty string means the user
|
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// cleared the box and is sent as an explicit null, a value is sent as-is, and undefined
|
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+
// means this save was not about Zeni Requests at all — the key is omitted so the draft's
|
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// existing text is left alone.
|
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...(zeniRequestsHtml !== undefined && {
|
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zeni_requests_html: zeniRequestsHtml === '' ? null : zeniRequestsHtml,
|
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+
}),
|
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files: filePayload,
|
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|
};
|
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|
return zeniAPI
|
|
@@ -0,0 +1,16 @@
|
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1
|
+
import { AgentInsightEdits, MonthEndTemplateData } from './companyMonthEndReportViewPayload';
|
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2
|
+
/**
|
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3
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* The AI CFO (V2) month-end email renders its subject line from this merge var
|
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4
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+
* rather than from the generic `subject` key, so a subject typed in the cockpit
|
|
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+
* has to be written here too or the sent email keeps the AI's original subject.
|
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6
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+
*/
|
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export declare const AGENT_INSIGHTS_SUBJECT_KEY = "agent_insights_subject";
|
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|
+
/**
|
|
9
|
+
* Build the `template_data` sent to the month-end email endpoint.
|
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|
+
*
|
|
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|
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* Controller edits to the AI-generated insight fields are merged over the
|
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+
* template data held in the store. The server sanitizes and persists whichever
|
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+
* `agent_insights_*` keys are present, and the send path renders from the
|
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14
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+
* persisted draft — so only a save (`is_preview: false`) makes an edit stick.
|
|
15
|
+
*/
|
|
16
|
+
export declare const buildMonthEndTemplateData: (templateData: MonthEndTemplateData | undefined, subject: string | undefined, agentInsightEdits?: AgentInsightEdits) => MonthEndTemplateData;
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
"use strict";
|
|
2
|
+
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
+
exports.buildMonthEndTemplateData = exports.AGENT_INSIGHTS_SUBJECT_KEY = void 0;
|
|
4
|
+
/**
|
|
5
|
+
* The AI CFO (V2) month-end email renders its subject line from this merge var
|
|
6
|
+
* rather than from the generic `subject` key, so a subject typed in the cockpit
|
|
7
|
+
* has to be written here too or the sent email keeps the AI's original subject.
|
|
8
|
+
*/
|
|
9
|
+
exports.AGENT_INSIGHTS_SUBJECT_KEY = 'agent_insights_subject';
|
|
10
|
+
/**
|
|
11
|
+
* Build the `template_data` sent to the month-end email endpoint.
|
|
12
|
+
*
|
|
13
|
+
* Controller edits to the AI-generated insight fields are merged over the
|
|
14
|
+
* template data held in the store. The server sanitizes and persists whichever
|
|
15
|
+
* `agent_insights_*` keys are present, and the send path renders from the
|
|
16
|
+
* persisted draft — so only a save (`is_preview: false`) makes an edit stick.
|
|
17
|
+
*/
|
|
18
|
+
const buildMonthEndTemplateData = (templateData, subject, agentInsightEdits) => {
|
|
19
|
+
const merged = {
|
|
20
|
+
...templateData,
|
|
21
|
+
...agentInsightEdits,
|
|
22
|
+
subject,
|
|
23
|
+
};
|
|
24
|
+
// Only for AI CFO drafts (the key is absent on legacy ones), never over an
|
|
25
|
+
// explicit edit to the field itself, and never with an empty value — on send
|
|
26
|
+
// the subject comes from store state and can be absent, which must not blank
|
|
27
|
+
// the AI's subject line.
|
|
28
|
+
if (exports.AGENT_INSIGHTS_SUBJECT_KEY in merged &&
|
|
29
|
+
agentInsightEdits?.[exports.AGENT_INSIGHTS_SUBJECT_KEY] == null &&
|
|
30
|
+
subject != null &&
|
|
31
|
+
subject !== '') {
|
|
32
|
+
merged[exports.AGENT_INSIGHTS_SUBJECT_KEY] = subject;
|
|
33
|
+
}
|
|
34
|
+
return merged;
|
|
35
|
+
};
|
|
36
|
+
exports.buildMonthEndTemplateData = buildMonthEndTemplateData;
|
|
@@ -11,7 +11,6 @@ const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer"
|
|
|
11
11
|
const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
|
|
12
12
|
const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
|
|
13
13
|
const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
|
|
14
|
-
const jeSchedulesViewState_1 = require("../../types/jeSchedulesViewState");
|
|
15
14
|
const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
|
|
16
15
|
const { cacheOverride, refreshViewInBackground } = action.payload;
|
|
17
16
|
const state = state$.value;
|
|
@@ -63,16 +62,14 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
|
|
|
63
62
|
state.expenseAutomationFluxAnalysisViewState.groupsBySelectedPeriod[monthYearPeriodId] == null)) {
|
|
64
63
|
fetchActions.push((0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null));
|
|
65
64
|
}
|
|
66
|
-
// The two JE tabs cache separately, so only the tab actually being shown decides whether a
|
|
67
|
-
// fetch is still needed.
|
|
68
|
-
const jeSchedulesPeriodTabKey = (0, jeSchedulesViewState_1.getJESchedulePeriodTabKey)(state.expenseAutomationJESchedulesViewState.uiState.selectedPageTab, monthYearPeriodId);
|
|
69
65
|
if (state.expenseAutomationJESchedulesViewState.fetchState !==
|
|
70
66
|
'In-Progress' &&
|
|
71
67
|
(!state.expenseAutomationJESchedulesViewState.hasValidState() ||
|
|
72
68
|
state.expenseAutomationJESchedulesViewState
|
|
73
|
-
.
|
|
69
|
+
.jeScheduleTransactionKeysByPeriod[monthYearPeriodId] == null ||
|
|
74
70
|
state.expenseAutomationJESchedulesViewState
|
|
75
|
-
.
|
|
71
|
+
.failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId] ==
|
|
72
|
+
null)) {
|
|
76
73
|
fetchActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
|
|
77
74
|
}
|
|
78
75
|
if (state.expenseAutomationReconciliationViewState.fetchState !==
|
|
@@ -1,9 +1,8 @@
|
|
|
1
1
|
import { ActionsObservable, StateObservable } from 'redux-observable';
|
|
2
2
|
import { Observable } from 'rxjs';
|
|
3
|
-
import {
|
|
3
|
+
import { updateJESchedules, updateJESchedulesDetails } from '../../../../entity/jeSchedules/jeSchedulesReducer';
|
|
4
4
|
import { RootState } from '../../../../rootStateTypes';
|
|
5
|
-
import { clearAll } from '../../../../rootActions';
|
|
6
5
|
import { ZeniAPI } from '../../../../zeniAPI';
|
|
7
6
|
import { fetchJeSchedules, fetchJeSchedulesFailure, fetchJeSchedulesSuccess, initializeJeScheduleLocalData } from '../../reducers/jeSchedulesViewReducer';
|
|
8
|
-
export type ActionType = ReturnType<typeof
|
|
7
|
+
export type ActionType = ReturnType<typeof fetchJeSchedules> | ReturnType<typeof fetchJeSchedulesFailure> | ReturnType<typeof fetchJeSchedulesSuccess> | ReturnType<typeof initializeJeScheduleLocalData> | ReturnType<typeof updateJESchedules> | ReturnType<typeof updateJESchedulesDetails>;
|
|
9
8
|
export declare const fetchJeSchedulesEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
|
|
@@ -4,12 +4,9 @@ exports.fetchJeSchedulesEpic = void 0;
|
|
|
4
4
|
const rxjs_1 = require("rxjs");
|
|
5
5
|
const operators_1 = require("rxjs/operators");
|
|
6
6
|
const timePeriod_1 = require("../../../../commonStateTypes/timePeriod");
|
|
7
|
-
const timePeriod_2 = require("../../../../commonStateTypes/timePeriod");
|
|
8
7
|
const jeSchedulesReducer_1 = require("../../../../entity/jeSchedules/jeSchedulesReducer");
|
|
9
8
|
const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
|
|
10
9
|
const responsePayload_1 = require("../../../../responsePayload");
|
|
11
|
-
const rootActions_1 = require("../../../../rootActions");
|
|
12
|
-
const zeniDayJS_1 = require("../../../../zeniDayJS");
|
|
13
10
|
const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
|
|
14
11
|
const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.fetchJeSchedules.match), (0, operators_1.mergeMap)((action) => {
|
|
15
12
|
const state = state$.value;
|
|
@@ -17,54 +14,27 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
|
|
|
17
14
|
const { period, refreshViewInBackground } = action.payload;
|
|
18
15
|
const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
|
|
19
16
|
const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
|
|
20
|
-
const { selectedPageTab } = state.expenseAutomationJESchedulesViewState.uiState;
|
|
21
|
-
const isClosePeriodTab = selectedPageTab === 'schedules';
|
|
22
|
-
const existingEndDate = (0, timePeriod_2.toAbsoluteDay)((0, zeniDayJS_1.date)((0, timePeriod_2.toString)(period.start))
|
|
23
|
-
.subtract(1, 'month')
|
|
24
|
-
.endOf('month')
|
|
25
|
-
.format(timePeriod_1.DEFAULT_DATE_FORMAT));
|
|
26
17
|
const queryParam = {
|
|
27
|
-
start_date: (0,
|
|
28
|
-
end_date:
|
|
29
|
-
? (0, timePeriod_2.toString)(period.end)
|
|
30
|
-
: (0, timePeriod_2.toString)(existingEndDate),
|
|
31
|
-
include_accrued: true,
|
|
32
|
-
...(isClosePeriodTab
|
|
33
|
-
? { close_period_start_date: (0, timePeriod_2.toString)(period.start) }
|
|
34
|
-
: {}),
|
|
18
|
+
start_date: (0, timePeriod_1.toString)(period.start),
|
|
19
|
+
end_date: (0, timePeriod_1.toString)(period.end),
|
|
35
20
|
};
|
|
36
21
|
return zeniAPI
|
|
37
22
|
.getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expenses_automation/je_schedules?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
|
|
38
23
|
.pipe((0, operators_1.mergeMap)((response) => {
|
|
39
24
|
if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
|
|
40
25
|
const updateActions = [];
|
|
41
|
-
const accruedJeSchedules = response.data.accrued_je_schedules?.je_schedules ?? [];
|
|
42
|
-
const oneTimeAccruals = response.data.one_time_accruals ?? [];
|
|
43
26
|
updateActions.push((0, jeSchedulesReducer_1.updateJESchedules)([
|
|
44
27
|
...response.data.je_schedules,
|
|
45
28
|
...response.data.failed_je_postings.je_schedules,
|
|
46
29
|
]), (0, jeSchedulesReducer_1.updateJESchedulesDetails)([...response.data.failed_je_postings.je_schedules], response.data.failed_je_postings.scheduled_journal_entries), (0, jeSchedulesViewReducer_1.initializeJeScheduleLocalData)([
|
|
47
30
|
...response.data.failed_je_postings.je_schedules,
|
|
48
31
|
]));
|
|
49
|
-
if (accruedJeSchedules.length > 0) {
|
|
50
|
-
updateActions.push((0, jeSchedulesReducer_1.updateAccruedJESchedules)(accruedJeSchedules), (0, jeSchedulesReducer_1.updateAccruedJESchedulesDetails)(accruedJeSchedules, response.data.accrued_je_schedules
|
|
51
|
-
?.scheduled_journal_entries));
|
|
52
|
-
}
|
|
53
|
-
if (oneTimeAccruals.length > 0) {
|
|
54
|
-
// Single action, unlike the accrued pair above: this one writes the entity
|
|
55
|
-
// directly because an accrual denormalizes its vendor, accounts and classes, so
|
|
56
|
-
// there is no fan-out fetch to trigger.
|
|
57
|
-
updateActions.push((0, jeSchedulesReducer_1.updateJEOneTimeAccruals)(oneTimeAccruals));
|
|
58
|
-
}
|
|
59
32
|
updateActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesSuccess)({
|
|
60
33
|
jeSchedules: [...response.data.je_schedules],
|
|
61
34
|
failedJeSchedules: [
|
|
62
35
|
...response.data.failed_je_postings.je_schedules,
|
|
63
36
|
],
|
|
64
|
-
accruedJeSchedules: accruedJeSchedules,
|
|
65
|
-
oneTimeAccruals: oneTimeAccruals,
|
|
66
37
|
selectedPeriod: selectedPeriod,
|
|
67
|
-
selectedPageTab: selectedPageTab,
|
|
68
38
|
refreshViewInBackground: refreshViewInBackground,
|
|
69
39
|
}));
|
|
70
40
|
return (0, rxjs_1.from)(updateActions);
|
|
@@ -73,18 +43,12 @@ const fetchJeSchedulesEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, op
|
|
|
73
43
|
return (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
|
|
74
44
|
status: response.status,
|
|
75
45
|
selectedPeriod,
|
|
76
|
-
selectedPageTab,
|
|
77
46
|
}));
|
|
78
47
|
}
|
|
79
48
|
}), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, jeSchedulesViewReducer_1.fetchJeSchedulesFailure)({
|
|
80
49
|
status: (0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'fetch JE schedules REST API call errored out' +
|
|
81
50
|
JSON.stringify(error)),
|
|
82
51
|
selectedPeriod,
|
|
83
|
-
|
|
84
|
-
}))),
|
|
85
|
-
// A tenant switch clears the store while this request is still in flight. Without this
|
|
86
|
-
// the old tenant's rows are written back into the freshly cleared store and stay on
|
|
87
|
-
// screen under the new tenant until a manual refresh.
|
|
88
|
-
(0, operators_1.takeUntil)(actions$.pipe((0, operators_1.filter)(rootActions_1.clearAll.match))));
|
|
52
|
+
}))));
|
|
89
53
|
}));
|
|
90
54
|
exports.fetchJeSchedulesEpic = fetchJeSchedulesEpic;
|
|
@@ -14,25 +14,13 @@ const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer"
|
|
|
14
14
|
const ignoreRecommendedJeScheduleEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(jeSchedulesViewReducer_1.ignoreRecommendedJeSchedule.match), (0, operators_1.mergeMap)((action) => {
|
|
15
15
|
const state = state$.value;
|
|
16
16
|
const { expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
|
|
17
|
-
const { scheduleType, jeScheduleTransactionKey
|
|
17
|
+
const { scheduleType, jeScheduleTransactionKey } = action.payload;
|
|
18
18
|
const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
|
|
19
19
|
const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
|
|
20
20
|
const actions = [];
|
|
21
21
|
const jeScheduleTransactionState = (0, jeSchedulesSelector_1.getJEScheduledTransactionByJEScheduleTransactionKey)(jeScheduleTransactionKey, state);
|
|
22
|
-
const ignorePayload = (0, jeSchedulesPayload_1.prepareIgnoreSchedulePayload)(scheduleType, jeScheduleTransactionState, state);
|
|
23
|
-
// The gateway reads reason/note from je_schedules[0].feedback and nowhere else, and rejects
|
|
24
|
-
// anything but those two keys inside it — `action` is stamped server-side.
|
|
25
22
|
const payload = {
|
|
26
|
-
...
|
|
27
|
-
je_schedules: ignorePayload.je_schedules.map((schedule, index) => index === 0
|
|
28
|
-
? {
|
|
29
|
-
...schedule,
|
|
30
|
-
feedback: {
|
|
31
|
-
reason,
|
|
32
|
-
...(note != null && note !== '' ? { note } : {}),
|
|
33
|
-
},
|
|
34
|
-
}
|
|
35
|
-
: schedule),
|
|
23
|
+
...(0, jeSchedulesPayload_1.prepareIgnoreSchedulePayload)(scheduleType, jeScheduleTransactionState, state),
|
|
36
24
|
};
|
|
37
25
|
const queryParam = {
|
|
38
26
|
je_schedule_type: scheduleType,
|
package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts
CHANGED
|
@@ -39,7 +39,7 @@ export declare const getLineItemsByTransactionsIdsFromResponse: (transactions: S
|
|
|
39
39
|
export declare const getLineItemsByTransactionIdsFromLocalData: (transactionLocalData: TransactionReviewLocalDataSelectorView[], selectedTab: TransactionsTab) => Record<ID, string[]>;
|
|
40
40
|
export declare const mergeTabSpecificLineItems: (currentTabSpecificLineItems: TabSpecificLineItems, selectedTab: TransactionsTab, newLineItems: TabSpecificLineItems) => TabSpecificLineItems;
|
|
41
41
|
export declare const getSnackbarMessageForTransactionReview: (updatedCount: number, failedCount: number, categorizedCount: number) => {
|
|
42
|
-
messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "
|
|
42
|
+
messageSection: "common" | "transactionDetails_updatingPastTransactions" | "transactionDetails_transactionUpdated" | "cockpit_month_end_email_sent" | "cockpit_month_end_email_save" | "cockpit_month_end_email_attachment_upload" | "je_bill_link" | "je_posted" | "audit_score_updated" | "people_invite_people" | "people_invite_multiple_people" | "people_delete_person" | "people_update_person" | "reimbursement_updated" | "reimbursement_deleted" | "reimbursement_cancelled_deleted" | "reimbursement_cancelled" | "reimbursement_approved" | "reimbursement_rejected" | "reimbursement_sent_for_approval" | "account_added" | "business_verification_save" | "business_verification_submit" | "business_verification_from_bills_submit" | "plaid_connection" | "unlink_deposit_account" | "reimbursement_setup" | "reimbursement_approval_create" | "reimbursement_duplicate_approval_create" | "reimbursement_approval_update" | "reimbursement_duplicate_approval_update" | "reimbursement_approval_delete" | "reimbursement_approval_reorder" | "reimbursement_create_mileage" | "reimbursement_update_mileage" | "reimbursement_accept_term" | "reimbursement_accept_employee_term" | "reimbursement_bulk_submit" | "reimbursement_bulk_processed" | "bill_pay_setup" | "zeni_accounts_setup" | "bill_pay_approval_create" | "bill_pay_duplicate_approval_create" | "bill_pay_approval_update" | "bill_pay_duplicate_approval_update" | "bill_pay_approval_delete" | "bill_pay_approval_reorder" | "bill_pay_updated" | "bill_pay_deleted" | "bill_pay_cancelled_deleted" | "bill_pay_cancelled" | "bill_pay_approved" | "real_time_approver_added" | "bill_pay_rejected" | "bill_pay_sent_for_approval" | "bill_pay_accept_term" | "bill_pay_bulk_submit" | "bill_pay_bulk_processed" | "bill_pay_refund" | "bill_pay_retry" | "bill_pay_marked_as_paid" | "zeni_account_accept_term" | "update_vendor" | "data_refresh_update" | "delete_bank_account" | "create_bank_account" | "create_bank_account_ach" | "create_bank_account_wire" | "create_bank_account_international" | "transfer_money" | "update_zeni_account_nickname" | "create_checking_account" | "deposit_check" | "create_vendor" | "onboarding_customer_view" | "onboarding_customer_view_complete" | "onboarding_customer_identity_verification_save" | "onboarding_customer_identity_verification_submit" | "onboarding_customer_business_verification_save" | "onboarding_customer_business_verification_submit" | "retry_bank_account_connection" | "dashboard_invite_sent" | "onboarding_info_saved" | "approve_original_merchant" | "approve_global_merchant" | "reject_global_merchant" | "create_global_merchant" | "fetch_global_merchant_no_recommendation" | "save_vendor_renamed" | "save_vendor_sent_for_review" | "save_vendor_marked_as_employee" | "save_vendor_marked_as_local_contractor" | "charge_card_setup" | "charge_card_accept_term" | "charge_card_receipt_upload" | "charge_card_resend_invite" | "charge_card_revoke_invite" | "card_policy_created" | "card_policy_updated" | "card_policy_deleted" | "charge_card_update_limit" | "charge_cards_update_limit" | "close_charge_card" | "lock_charge_card" | "lock_charge_card_card_user" | "lock_charge_cards" | "unlock_charge_card" | "unlock_charge_card_card_user" | "unlock_charge_cards" | "close_charge_cards" | "revoke_invite_charge_cards" | "charge_card_express_interest" | "create_schedule" | "save_schedule" | "delete_schedule" | "ignore_schedule" | "save_task_detail" | "fetch_task_detail" | "delete_task" | "archive_task" | "snooze_task" | "unsnooze_task" | "create_tag" | "delete_tag" | "update_charge_card" | "update_charge_card_name" | "update_charge_card_name_card_user" | "issue_charge_card" | "issue_charge_cards" | "notification_settings_saved" | "referral_invite_sent" | "notification_mark_as_read" | "mark_as_complete_schedule" | "cancel_journal_entry" | "settings_accounting_accounts_updated" | "create_card_setup" | "confirm_card_setup" | "add_card_payment_source" | "fetch_payment_sources" | "task_assigned_toast_notification" | "task_due_tomorrow_toast_notification" | "task_deleted_toast_notification" | "task_archived_toast_notification" | "task_overdue_toast_notification" | "task_overdue_toast_notification_creator" | "task_notification_count" | "task_activities_toast_notification" | "task_created_toast_notification" | "task_group_creation_success" | "task_group_deletion_success" | "task_group_update_success" | "primary_funding_account_updated" | "task_time_spent_validation" | "missing_receipts_attachment" | "flux_analysis_unreviewed" | "flux_analysis_reviewed" | "receipt_match" | "receipts_upload" | "receipts_bulk_match" | "billing_address_view" | "express_pay_submit" | "exclude_transaction" | "reconcile" | "save_reconcile_for_later" | "recon_transaction_categorize" | "recon_transaction_match" | "update_debit_card_pin_attempt" | "set_debit_card_pin" | "ai_cfo_create_session_and_submit" | "ai_cfo_chat_session_deleted" | "charge_card_auto_pay_enable" | "charge_card_auto_pay_disable" | "treasury_setup" | "treasury_accept_term" | "treasury_transfer_money" | "treasury_transfer_money_failed" | "auto_transfer_rule_create" | "auto_transfer_rule_update" | "auto_transfer_rule_delete" | "auto_transfer_rule_pause" | "auto_transfer_rule_resume" | "treasury_update_portfolio_allocation" | "send_email_magic_link_to_user" | "complete_profile_done" | "create_transfer_entry" | "reports_resync" | "invalid_phone_number" | "transactions_categorized_updated_failed" | "transaction_categorized_updated_failed" | "transactionsCategorized_transactionsUpdated" | "transactionsCategorized_transactionUpdated" | "transactionCategorized_transactionsUpdated" | "transactionCategorized_transactionUpdated" | "transactionsCategorized_transactionsFailed" | "transactionsCategorized_transactionFailed" | "transactionCategorized_transactionsFailed" | "transactionCategorized_transactionFailed" | "transactionsUpdated_transactionsFailed" | "transactionsUpdated_transactionFailed" | "transactionUpdated_transactionsFailed" | "transactionUpdated_transactionFailed" | "transactionsCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionsUpdated_transactionFailed" | "transactionsCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionsUpdated_transactionsFailed" | "transactionsCategorized_transactionUpdated_transactionFailed" | "transactionCategorized_transactionsUpdated_transactionFailed" | "transactionCategorized_transactionUpdated_transactionsFailed" | "transactionCategorized_transactionUpdated_transactionFailed" | "accounting_classes_enabled_update" | "accounting_projects_enabled_update" | "accounting_projects_qbo_not_enabled" | "capitalization_threshold_update" | "account_excluded_from_reconciliation" | "account_included_in_reconciliation" | "confirm_statement_mapping" | "statement_parsing_in_progress" | "statement_parsing_complete" | "ai_accountant_trigger_job" | "oauth_consent_approve" | "oauth_consent_invalid_request" | "credit_agent_update_profile" | "credit_agent_save_macro" | "credit_agent_schedule_cron" | "create_sub_task" | "qbo_connection_already_linked" | "qbo_connection_failed" | "accounting_projects_qbo_reconnect_failed" | "product_services_update" | "qbo_realm_id_update" | "invoicing_dunning_case_resolved" | "invoicing_dunning_retry" | "invoicing_dunning_cancel" | "invoicing_dunning_settings_save" | "invoicing_qbo_backfill" | "invoicing_qbo_sync_health_retry" | "invoicing_qbo_settings_save" | "invoicing_branding_save" | "invoicing_discount_archive" | "invoicing_discount_unarchive" | "invoicing_discount_delete" | "invoicing_invoice_reminder_sent" | "invoicing_invoice_regenerated" | "invoicing_invoice_voided" | "invoicing_catalog_item_saved" | "invoicing_customer_saved" | "invoicing_subscription_saved" | "invoicing_coupon_saved" | "invoicing_invoice_saved" | "invoicing_credit_note_saved" | "invoicing_payment_recorded" | "invoicing_subscription_activated" | "invoicing_subscription_cancellation_removed" | "invoicing_subscription_cancelled" | "invoicing_subscription_non_renewing" | "invoicing_subscription_paused" | "invoicing_subscription_reactivated" | "invoicing_subscription_resumed" | "invoicing_subscription_term_end_changed";
|
|
43
43
|
messageText: "notification" | "failed" | "success";
|
|
44
44
|
type: "error" | "success" | "info";
|
|
45
45
|
variables: {
|
|
@@ -1,17 +1,13 @@
|
|
|
1
|
-
import {
|
|
2
|
-
import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
|
|
1
|
+
import { JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from '../../../entity/jeSchedules/jeSchedulesPayload';
|
|
3
2
|
import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
|
|
4
|
-
import {
|
|
3
|
+
import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
|
|
5
4
|
import { ZeniAPIResponse } from '../../../responsePayload';
|
|
6
5
|
import { RootState } from '../../../rootStateTypes';
|
|
7
|
-
import { ZeniDate } from '../../../zeniDayJS';
|
|
8
6
|
import { JESchedulePayload, SaveJESchedulePayload } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
|
|
9
|
-
import { JEScheduleLocalData
|
|
7
|
+
import { JEScheduleLocalData } from '../types/jeSchedulesViewState';
|
|
10
8
|
export interface ExpenseAutomationJESchedulesQueryPayload {
|
|
11
9
|
end_date: string;
|
|
12
|
-
include_accrued: boolean;
|
|
13
10
|
start_date: string;
|
|
14
|
-
close_period_start_date?: string;
|
|
15
11
|
}
|
|
16
12
|
interface ExpenseAutomationJESchedulesPayload {
|
|
17
13
|
failed_je_postings: {
|
|
@@ -19,73 +15,8 @@ interface ExpenseAutomationJESchedulesPayload {
|
|
|
19
15
|
scheduled_journal_entries: ScheduledJournalEntryPayload[];
|
|
20
16
|
};
|
|
21
17
|
je_schedules: JEScheduledTransactionPayload[];
|
|
22
|
-
accrued_je_schedules?: {
|
|
23
|
-
je_schedules: JEAccruedScheduledTransactionPayload[];
|
|
24
|
-
scheduled_journal_entries?: ScheduledJournalEntryPayload[];
|
|
25
|
-
};
|
|
26
|
-
one_time_accruals?: JEOneTimeAccrualPayload[];
|
|
27
18
|
}
|
|
28
19
|
export type ExpenseAutomationJESchedulesResponse = ZeniAPIResponse<ExpenseAutomationJESchedulesPayload>;
|
|
29
|
-
export interface CreateOneTimeAccrualPayload {
|
|
30
|
-
amount: number;
|
|
31
|
-
je_credit_account_id: ID;
|
|
32
|
-
je_debit_account_id: ID;
|
|
33
|
-
memo: string;
|
|
34
|
-
service_month: string;
|
|
35
|
-
vendor_id: ID;
|
|
36
|
-
vendor_name: string;
|
|
37
|
-
expected_reversal_date?: string;
|
|
38
|
-
je_credit_account_name?: string;
|
|
39
|
-
je_credit_accounting_class_id?: ID;
|
|
40
|
-
je_credit_accounting_class_name?: string;
|
|
41
|
-
je_debit_account_name?: string;
|
|
42
|
-
je_debit_accounting_class_id?: ID;
|
|
43
|
-
je_debit_accounting_class_name?: string;
|
|
44
|
-
reversal_policy?: string;
|
|
45
|
-
reverse_next_month?: boolean;
|
|
46
|
-
}
|
|
47
|
-
export type CreateOneTimeAccrualResponse = ZeniAPIResponse<{
|
|
48
|
-
accrual: JEOneTimeAccrualPayload;
|
|
49
|
-
}>;
|
|
50
|
-
/**
|
|
51
|
-
* Promote body. `vendor_id`, `vendor_name` and `service_month` are deliberately absent: promote
|
|
52
|
-
* treats them as immutable and takes them from the existing draft, so sending them would imply a
|
|
53
|
-
* reassignment the API silently ignores.
|
|
54
|
-
*/
|
|
55
|
-
export interface PromoteOneTimeAccrualPayload {
|
|
56
|
-
amount: number;
|
|
57
|
-
je_credit_account_id: ID;
|
|
58
|
-
je_debit_account_id: ID;
|
|
59
|
-
memo: string;
|
|
60
|
-
}
|
|
61
|
-
/**
|
|
62
|
-
* Ignore body. `scope` is deliberately absent — the API returns 400 if it is sent, which is why the
|
|
63
|
-
* design's "Apply to" selector cannot be built yet.
|
|
64
|
-
*/
|
|
65
|
-
/**
|
|
66
|
-
* Revert deletes the accrual's journal entry in QBO and soft-deletes the row. `scope` is rejected
|
|
67
|
-
* with a 400, exactly as on ignore.
|
|
68
|
-
*/
|
|
69
|
-
export interface RevertOneTimeAccrualPayload {
|
|
70
|
-
reason: OneTimeAccrualRevertReasonType;
|
|
71
|
-
note?: string;
|
|
72
|
-
}
|
|
73
|
-
export interface IgnoreOneTimeAccrualPayload {
|
|
74
|
-
reason: OneTimeAccrualIgnoreReasonType;
|
|
75
|
-
note?: string;
|
|
76
|
-
}
|
|
77
|
-
/**
|
|
78
|
-
* The credit line is the accrued liability, which always sits on the balance sheet — the
|
|
79
|
-
* recurring accrued path resolves the same class the same way (see
|
|
80
|
-
* prepareNewScheduleAccruedDetailPayload). Omitted rather than sent empty when the tenant has
|
|
81
|
-
* no balance_sheet class, since the API treats the field as optional.
|
|
82
|
-
*/
|
|
83
|
-
export declare const prepareCreateOneTimeAccrualPayload: (state: RootState, localData: NewOneTimeAccrualLocalData) => CreateOneTimeAccrualPayload;
|
|
84
|
-
/**
|
|
85
|
-
* The API defaults this to the 1st of the month after service_month. We send it explicitly so the
|
|
86
|
-
* date the form promised the user is the date that gets stored.
|
|
87
|
-
*/
|
|
88
|
-
export declare const getExpectedReversalDate: (serviceMonth: ZeniDate) => ZeniDate;
|
|
89
20
|
export interface IgnoreDraftJESchedulePayload {
|
|
90
21
|
je_schedules: JEScheduledTransactionPayload[];
|
|
91
22
|
scheduled_journal_entries: SaveJESchedulePayload[];
|
|
@@ -1,65 +1,8 @@
|
|
|
1
1
|
"use strict";
|
|
2
2
|
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
-
exports.preparePayloadForRetryPosting = exports.prepareIgnoreSchedulePayload =
|
|
3
|
+
exports.preparePayloadForRetryPosting = exports.prepareIgnoreSchedulePayload = void 0;
|
|
4
4
|
const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
|
|
5
|
-
const classListSelector_1 = require("../../classList/classListSelector");
|
|
6
5
|
const scheduleDetailPayload_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailPayload");
|
|
7
|
-
const BALANCE_SHEET_CLASS_LABEL = 'balance_sheet';
|
|
8
|
-
const SERVICE_MONTH_FORMAT = 'YYYY-MM';
|
|
9
|
-
/**
|
|
10
|
-
* The credit line is the accrued liability, which always sits on the balance sheet — the
|
|
11
|
-
* recurring accrued path resolves the same class the same way (see
|
|
12
|
-
* prepareNewScheduleAccruedDetailPayload). Omitted rather than sent empty when the tenant has
|
|
13
|
-
* no balance_sheet class, since the API treats the field as optional.
|
|
14
|
-
*/
|
|
15
|
-
const prepareCreateOneTimeAccrualPayload = (state, localData) => {
|
|
16
|
-
const { classListState, classState } = state;
|
|
17
|
-
const balanceSheetClass = (0, classListSelector_1.getClassList)(classState, classListState).classes.find((accountingClass) => accountingClass.labels?.includes(BALANCE_SHEET_CLASS_LABEL) === true);
|
|
18
|
-
// reverse_next_month alone decides reversal_policy server-side, so reversal_policy is
|
|
19
|
-
// deliberately not sent — the API documents it only as an alternate way to say on_bill_match,
|
|
20
|
-
// and sending both would be two sources of truth for one toggle.
|
|
21
|
-
const reversalFields = localData.reverseNextMonth
|
|
22
|
-
? {
|
|
23
|
-
reverse_next_month: true,
|
|
24
|
-
expected_reversal_date: (0, exports.getExpectedReversalDate)(localData.serviceMonth).format(timePeriod_1.DEFAULT_DATE_FORMAT),
|
|
25
|
-
}
|
|
26
|
-
: { reverse_next_month: false };
|
|
27
|
-
return {
|
|
28
|
-
vendor_id: localData.vendorId,
|
|
29
|
-
vendor_name: localData.vendorName,
|
|
30
|
-
service_month: localData.serviceMonth.format(SERVICE_MONTH_FORMAT),
|
|
31
|
-
amount: localData.amount,
|
|
32
|
-
memo: localData.memo,
|
|
33
|
-
je_debit_account_id: localData.debitAccountId,
|
|
34
|
-
je_credit_account_id: localData.creditAccountId,
|
|
35
|
-
...(localData.debitAccountName != null
|
|
36
|
-
? { je_debit_account_name: localData.debitAccountName }
|
|
37
|
-
: {}),
|
|
38
|
-
...(localData.creditAccountName != null
|
|
39
|
-
? { je_credit_account_name: localData.creditAccountName }
|
|
40
|
-
: {}),
|
|
41
|
-
...(localData.debitClassId != null
|
|
42
|
-
? { je_debit_accounting_class_id: localData.debitClassId }
|
|
43
|
-
: {}),
|
|
44
|
-
...(localData.debitClassName != null
|
|
45
|
-
? { je_debit_accounting_class_name: localData.debitClassName }
|
|
46
|
-
: {}),
|
|
47
|
-
...(balanceSheetClass != null
|
|
48
|
-
? {
|
|
49
|
-
je_credit_accounting_class_id: balanceSheetClass.classId,
|
|
50
|
-
je_credit_accounting_class_name: balanceSheetClass.className,
|
|
51
|
-
}
|
|
52
|
-
: {}),
|
|
53
|
-
...reversalFields,
|
|
54
|
-
};
|
|
55
|
-
};
|
|
56
|
-
exports.prepareCreateOneTimeAccrualPayload = prepareCreateOneTimeAccrualPayload;
|
|
57
|
-
/**
|
|
58
|
-
* The API defaults this to the 1st of the month after service_month. We send it explicitly so the
|
|
59
|
-
* date the form promised the user is the date that gets stored.
|
|
60
|
-
*/
|
|
61
|
-
const getExpectedReversalDate = (serviceMonth) => serviceMonth.add(1, 'month').startOf('month');
|
|
62
|
-
exports.getExpectedReversalDate = getExpectedReversalDate;
|
|
63
6
|
const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
|
|
64
7
|
const { vendorState } = state;
|
|
65
8
|
const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;
|