@zeniai/client-epic-state 5.2.14-betaRD1 → 5.2.14

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.
Files changed (109) hide show
  1. package/lib/entity/approvalRule/approvalRuleConflict.d.ts +0 -13
  2. package/lib/entity/approvalRule/approvalRuleConflict.js +1 -16
  3. package/lib/entity/jeSchedules/jeScheduleHelper.d.ts +0 -1
  4. package/lib/entity/jeSchedules/jeScheduleHelper.js +0 -7
  5. package/lib/entity/jeSchedules/jeSchedulesPayload.d.ts +1 -78
  6. package/lib/entity/jeSchedules/jeSchedulesPayload.js +4 -183
  7. package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts +2 -4
  8. package/lib/entity/jeSchedules/jeSchedulesReducer.js +2 -30
  9. package/lib/entity/jeSchedules/jeSchedulesSelector.d.ts +2 -11
  10. package/lib/entity/jeSchedules/jeSchedulesSelector.js +3 -38
  11. package/lib/entity/jeSchedules/jeSchedulesState.d.ts +1 -123
  12. package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +1 -24
  13. package/lib/entity/jeSchedules/jeSchedulesTypes.js +1 -96
  14. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  15. package/lib/entity/snackbar/snackbarTypes.js +0 -3
  16. package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.d.ts +0 -2
  17. package/lib/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  18. package/lib/entity/transaction/stateTypes/scheduleTransaction.d.ts +0 -2
  19. package/lib/epic.d.ts +1 -9
  20. package/lib/epic.js +0 -16
  21. package/lib/esm/entity/approvalRule/approvalRuleConflict.js +1 -16
  22. package/lib/esm/entity/jeSchedules/jeScheduleHelper.js +0 -6
  23. package/lib/esm/entity/jeSchedules/jeSchedulesPayload.js +5 -183
  24. package/lib/esm/entity/jeSchedules/jeSchedulesReducer.js +2 -30
  25. package/lib/esm/entity/jeSchedules/jeSchedulesSelector.js +2 -36
  26. package/lib/esm/entity/jeSchedules/jeSchedulesTypes.js +0 -86
  27. package/lib/esm/entity/snackbar/snackbarTypes.js +0 -3
  28. package/lib/esm/entity/transaction/payloadTypes/scheduleTransactionPayload.js +0 -2
  29. package/lib/esm/epic.js +0 -16
  30. package/lib/esm/index.js +8 -14
  31. package/lib/esm/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
  32. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic.js +1 -9
  33. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +5 -41
  34. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
  35. package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js +0 -55
  36. package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -319
  37. package/lib/esm/view/expenseAutomationView/selectors/jeAccountSettingsViewSelector.js +0 -1
  38. package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +22 -327
  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/esm/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js +1 -20
  44. package/lib/esm/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewSelector.js +1 -20
  45. package/lib/index.d.ts +12 -17
  46. package/lib/index.js +47 -91
  47. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +3 -6
  48. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulePageEpic.js +1 -9
  49. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.d.ts +2 -3
  50. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchJeSchedulesEpic.js +3 -39
  51. package/lib/view/expenseAutomationView/epics/jeSchedule/ignoreRecommendedJeScheduleEpic.js +2 -14
  52. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  53. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.d.ts +3 -86
  54. package/lib/view/expenseAutomationView/payload/jeSchedulesPayload.js +1 -58
  55. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +12 -93
  56. package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js +29 -321
  57. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +1 -1
  58. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +2 -2
  59. package/lib/view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes.d.ts +0 -1
  60. package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts +7 -41
  61. package/lib/view/expenseAutomationView/selectors/jeAccountSettingsViewSelector.js +0 -1
  62. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts +0 -34
  63. package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +21 -335
  64. package/lib/view/expenseAutomationView/types/completedSubTab.d.ts +1 -1
  65. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.d.ts +8 -83
  66. package/lib/view/expenseAutomationView/types/jeSchedulesViewState.js +8 -8
  67. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +1 -1
  68. package/lib/view/scheduleView/scheduleListView/epics/fetchAccruedScheduleListEpic.js +1 -1
  69. package/lib/view/scheduleView/scheduleListView/epics/fetchDownloadSchedulesEpic.js +2 -7
  70. package/lib/view/scheduleView/scheduleListView/scheduleListReducer.d.ts +2 -4
  71. package/lib/view/scheduleView/scheduleListView/scheduleListReducer.js +3 -5
  72. package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelector.js +1 -20
  73. package/lib/view/spendManagement/billPay/billPaySetupApproverView/billPaySetupApproverViewSelectorTypes.d.ts +0 -3
  74. package/lib/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewSelector.js +1 -20
  75. package/lib/view/spendManagement/reimbursement/remiSetupApproverView/remiSetupApproverViewSelectorTypes.d.ts +0 -3
  76. package/package.json +1 -1
  77. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -45
  78. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -104
  79. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -25
  80. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -138
  81. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -79
  82. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -180
  83. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -111
  84. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -28
  85. package/lib/esm/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -140
  86. package/lib/esm/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -1
  87. package/lib/esm/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -106
  88. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.d.ts +0 -21
  89. package/lib/view/expenseAutomationView/epics/jeSchedule/fetchOneTimeAccrualEpic.js +0 -49
  90. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.d.ts +0 -9
  91. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/createOneTimeAccrualEpic.js +0 -108
  92. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.d.ts +0 -8
  93. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/initializeNewScheduleEpic.js +0 -29
  94. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.d.ts +0 -9
  95. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/saveNewScheduleEpic.js +0 -142
  96. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.d.ts +0 -8
  97. package/lib/view/expenseAutomationView/epics/jeSchedule/newSchedule/searchTransactionsForNewScheduleEpic.js +0 -83
  98. package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.d.ts +0 -13
  99. package/lib/view/expenseAutomationView/epics/jeSchedule/oneTimeAccrualActionsEpic.js +0 -187
  100. package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.d.ts +0 -65
  101. package/lib/view/expenseAutomationView/epics/jeSchedule/revertJeScheduleEpic.js +0 -115
  102. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.d.ts +0 -6
  103. package/lib/view/expenseAutomationView/epics/jeSchedule/switchJESchedulesTabEpic.js +0 -32
  104. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.d.ts +0 -36
  105. package/lib/view/expenseAutomationView/helpers/newScheduleLocalDataHelper.js +0 -145
  106. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts +0 -42
  107. package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js +0 -2
  108. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts +0 -21
  109. package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js +0 -112
@@ -46,19 +46,6 @@ import { ApprovalRule, Criteria } from './approvalRuleState';
46
46
  export type RuleForOverlapCheck = Pick<ApprovalRule, 'approvalRuleId' | 'criteria' | 'isFallback'>;
47
47
  export interface RuleOverlap<TRule extends RuleForOverlapCheck = ApprovalRule> {
48
48
  conflictingRule: TRule;
49
- /**
50
- * 'duplicate' — every criterion matches exactly, including the
51
- * amount interval (same comparator + min + max, not just an
52
- * intersecting range). 'partial' — vendor/department match exactly
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- * (required for any overlap at all) but the amount intervals only
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- * intersect.
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- *
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- * Callers typically treat 'duplicate' as a blocking error (the
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- * candidate rule is unreachable — the existing rule already
58
- * matches every bill/reimbursement it would) and 'partial' as a
59
- * dismissible warning.
60
- */
61
- overlapKind: 'duplicate' | 'partial';
62
49
  }
63
50
  export interface DetectRuleOverlapInput<TRule extends RuleForOverlapCheck = ApprovalRule> {
64
51
  candidateCriteria: Criteria[];
@@ -23,12 +23,7 @@ function detectRuleOverlap({ candidateCriteria, existingRules, excludeRuleId, })
23
23
  }
24
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  const ruleAmount = pickAmount(rule.criteria);
25
25
  if (amountsOverlap(candidateAmount, ruleAmount)) {
26
- overlaps.push({
27
- conflictingRule: rule,
28
- overlapKind: areAmountCriteriaEqual(candidateAmount, ruleAmount)
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- ? 'duplicate'
30
- : 'partial',
31
- });
26
+ overlaps.push({ conflictingRule: rule });
32
27
  }
33
28
  }
34
29
  return overlaps;
@@ -80,13 +75,3 @@ const amountsOverlap = (a, b) => {
80
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  const bHigh = b.max?.amount ?? Number.POSITIVE_INFINITY;
81
76
  return Math.max(aLow, bLow) <= Math.min(aHigh, bHigh);
82
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  };
83
- // Only called once `amountsOverlap` is already true, so this decides
84
- // duplicate vs partial rather than overlap vs no-overlap.
85
- const areAmountCriteriaEqual = (a, b) => {
86
- if (a == null || b == null) {
87
- return a == null && b == null;
88
- }
89
- return (a.comparator === b.comparator &&
90
- (a.min?.amount ?? null) === (b.min?.amount ?? null) &&
91
- (a.max?.amount ?? null) === (b.max?.amount ?? null));
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- };
@@ -1,3 +1,2 @@
1
1
  import { ID } from '../../commonStateTypes/common';
2
2
  export declare function generateJEScheduleKey(jeScheduleId: ID, jeScheduleType: string): `${string}_${string}`;
3
- export declare function generateJEOneTimeAccrualKey(accrualId: ID): `${string}_one_time_accrual`;
@@ -1,13 +1,6 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
3
  exports.generateJEScheduleKey = generateJEScheduleKey;
4
- exports.generateJEOneTimeAccrualKey = generateJEOneTimeAccrualKey;
5
4
  function generateJEScheduleKey(jeScheduleId, jeScheduleType) {
6
5
  return `${jeScheduleId}_${jeScheduleType}`;
7
6
  }
8
- // Suffixed rather than using the bare Mongo _id so the key is a distinct type from
9
- // JEScheduleKey / JEScheduleTransactionKey and the three cannot be passed interchangeably.
10
- // The unsuffixed id stays on the entity as `accrualId` for callers that need it.
11
- function generateJEOneTimeAccrualKey(accrualId) {
12
- return `${accrualId}_one_time_accrual`;
13
- }
@@ -7,7 +7,7 @@ import { TransactionIDPayload } from '../transaction/payloadTypes/transactionIDP
7
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  import { TransactionCategory } from '../transaction/stateTypes/transactionType';
8
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  import { UserPayload } from '../user/userPayload';
9
9
  import { VendorPayload } from '../vendor/vendorPayload';
10
- import { JEAccruedScheduledTransactionState, JEOneTimeAccrualState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
10
+ import { JEAccruedScheduledTransactionState, JEScheduledTransactionState, ScheduledJournalEntryState } from './jeSchedulesState';
11
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  import { JEScheduleKey, JEScheduleTransactionKey } from './jeSchedulesTypes';
12
12
  export interface JEScheduleOtherAttributesPayload {
13
13
  asset_id?: string | null;
@@ -19,25 +19,14 @@ export interface JEScheduleAISummaryFieldPayload {
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  cot?: string[];
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  predicted_value?: number | string;
21
21
  }
22
- /** The whole-recommendation summary. Carries narrative only -- no predicted value, no confidence. */
23
- export interface JEScheduleSummaryPayload {
24
- confidence?: number;
25
- cot?: string[];
26
- reasoning?: string;
27
- reasoning_long?: string;
28
- }
29
22
  export interface JEScheduleAISummariesPayload {
30
23
  credit_account?: JEScheduleAISummaryFieldPayload;
31
24
  credit_accounting_class?: JEScheduleAISummaryFieldPayload;
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  debit_account?: JEScheduleAISummaryFieldPayload;
33
26
  debit_accounting_class?: JEScheduleAISummaryFieldPayload;
34
- end_date?: JEScheduleAISummaryFieldPayload;
35
27
  period?: JEScheduleAISummaryFieldPayload;
36
28
  posting_date?: JEScheduleAISummaryFieldPayload;
37
- posting_start_date?: JEScheduleAISummaryFieldPayload;
38
- schedule_summary?: JEScheduleSummaryPayload;
39
29
  schedule_type?: JEScheduleAISummaryFieldPayload;
40
- starting_month?: JEScheduleAISummaryFieldPayload;
41
30
  }
42
31
  export interface JEScheduleRecommendationsPayload {
43
32
  credit_account_confidence?: number;
@@ -83,13 +72,9 @@ export interface JEScheduledTransactionPayload {
83
72
  updated_by: UserPayload;
84
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  vendor: VendorPayload;
85
74
  ai_summaries?: JEScheduleAISummariesPayload;
86
- confidence_score?: number | null;
87
- create_time?: string | null;
88
75
  created_by?: UserPayload;
89
76
  end_date?: string | null;
90
- posted_count?: number | null;
91
77
  recommendations?: JEScheduleRecommendationsPayload;
92
- recurring_amount?: number | null;
93
78
  updated_at?: string | null;
94
79
  }
95
80
  export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTransactionPayload, 'base_transaction' | 'je_schedule_id' | 'je_schedule_type'> {
@@ -99,67 +84,6 @@ export interface JEAccruedScheduledTransactionPayload extends Omit<JEScheduledTr
99
84
  memo: string;
100
85
  recurring_amount: number;
101
86
  }
102
- /**
103
- * The frozen vendor profile the Cron used to decide an accrual, so the detail page can show its
104
- * reasoning even after the live profile is rebuilt. Present on agent/Cron rows ONLY — a human-created
105
- * accrual carries none, which is why every consumer has to treat it as absent rather than empty.
106
- */
107
- export interface JEOneTimeAccrualProfileSnapshotPayload {
108
- billing_pattern?: {
109
- avg_amount?: number | null;
110
- billing_lag_days?: number | null;
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- consistency_score?: number | null;
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- frequency?: string | null;
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- last_bill_amount?: number | null;
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- last_bill_date?: string | null;
115
- months_of_history?: number | null;
116
- typical_bill_day?: number | null;
117
- } | null;
118
- monthly_totals?: Record<string, number> | null;
119
- sorted_months?: string[] | null;
120
- }
121
- /** The JE the AI originally suggested, frozen at draft time for suggested-vs-posted comparison. */
122
- export interface JEOneTimeAccrualAiSuggestionPayload {
123
- estimated_amount?: number | null;
124
- je_credit_account_id?: ID | null;
125
- je_credit_account_name?: string | null;
126
- je_debit_account_id?: ID | null;
127
- je_debit_account_name?: string | null;
128
- memo?: string | null;
129
- }
130
- export interface JEOneTimeAccrualPayload {
131
- _id: ID;
132
- estimated_amount: number;
133
- origin: string;
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- service_month: string;
135
- status: string;
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- vendor_id: ID;
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- vendor_name: string;
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- actual_post_date?: string | null;
139
- actual_reversal_post_date?: string | null;
140
- ai_suggestion?: JEOneTimeAccrualAiSuggestionPayload | null;
141
- automation_tier?: string | null;
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- created_by_user?: UserPayload | null;
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- currency?: string | null;
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- expected_reversal_date?: string | null;
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- is_ignored?: boolean;
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- je_credit_account_id?: ID | null;
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- je_credit_account_name?: string | null;
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- je_credit_accounting_class_id?: ID | null;
149
- je_credit_accounting_class_name?: string | null;
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- je_debit_account_id?: ID | null;
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- je_debit_account_name?: string | null;
152
- je_debit_accounting_class_id?: ID | null;
153
- je_debit_accounting_class_name?: string | null;
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- memo?: string | null;
155
- posting_date?: string | null;
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- profile_snapshot?: JEOneTimeAccrualProfileSnapshotPayload | null;
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- reversal_policy?: string | null;
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- reversal_transaction_id?: ID | null;
159
- reversal_trigger?: string | null;
160
- transaction_id?: ID | null;
161
- transaction_integration_id?: ID | null;
162
- }
163
87
  export interface ScheduledJournalEntryPayload {
164
88
  actual_post_date: string | null;
165
89
  create_time: string | null;
@@ -190,4 +114,3 @@ export declare function getJEScheduleTransactionDetailKeyPayload(payload: Schedu
190
114
  export declare function getJEScheduleKey(payload: JEAccruedScheduledTransactionPayload): JEScheduleKey;
191
115
  export declare function toJEScheduledTransaction(payload: JEScheduledTransactionPayload): JEScheduledTransactionState;
192
116
  export declare function toJEAccruedScheduledTransaction(payload: JEAccruedScheduledTransactionPayload): JEAccruedScheduledTransactionState;
193
- export declare function toJEOneTimeAccrual(payload: JEOneTimeAccrualPayload): JEOneTimeAccrualState;
@@ -8,15 +8,12 @@ exports.getJEScheduleTransactionDetailKeyPayload = getJEScheduleTransactionDetai
8
8
  exports.getJEScheduleKey = getJEScheduleKey;
9
9
  exports.toJEScheduledTransaction = toJEScheduledTransaction;
10
10
  exports.toJEAccruedScheduledTransaction = toJEAccruedScheduledTransaction;
11
- exports.toJEOneTimeAccrual = toJEOneTimeAccrual;
12
11
  const amount_1 = require("../../commonStateTypes/amount");
13
12
  const timePeriod_1 = require("../../commonStateTypes/timePeriod");
14
13
  const zeniDayJS_1 = require("../../zeniDayJS");
15
- const zeniUrl_1 = require("../../zeniUrl");
16
14
  const transactionIDPayload_1 = require("../transaction/payloadTypes/transactionIDPayload");
17
15
  const jeScheduleHelper_1 = require("./jeScheduleHelper");
18
16
  const jeSchedulesTypes_1 = require("./jeSchedulesTypes");
19
- const USD_CURRENCY_CODE = 'USD';
20
17
  function toScheduledJournalEntryState(payload, currency_code, currency_symbol) {
21
18
  return {
22
19
  status: {
@@ -215,43 +212,6 @@ function toJEScheduleAISummaries(payload) {
215
212
  : undefined,
216
213
  };
217
214
  }
218
- if (payload.starting_month != null) {
219
- result.startingMonth = {
220
- confidence: payload.starting_month.confidence,
221
- reasoning: payload.starting_month.reasoning,
222
- cot: Array.isArray(payload.starting_month.cot)
223
- ? payload.starting_month.cot
224
- : undefined,
225
- };
226
- }
227
- if (payload.end_date != null) {
228
- result.endDate = {
229
- confidence: payload.end_date.confidence,
230
- reasoning: payload.end_date.reasoning,
231
- cot: Array.isArray(payload.end_date.cot)
232
- ? payload.end_date.cot
233
- : undefined,
234
- };
235
- }
236
- if (payload.posting_start_date != null) {
237
- result.postingStartDate = {
238
- confidence: payload.posting_start_date.confidence,
239
- reasoning: payload.posting_start_date.reasoning,
240
- cot: Array.isArray(payload.posting_start_date.cot)
241
- ? payload.posting_start_date.cot
242
- : undefined,
243
- };
244
- }
245
- if (payload.schedule_summary != null) {
246
- result.scheduleSummary = {
247
- confidence: payload.schedule_summary.confidence,
248
- reasoning: payload.schedule_summary.reasoning,
249
- reasoningLong: payload.schedule_summary.reasoning_long,
250
- cot: Array.isArray(payload.schedule_summary.cot)
251
- ? payload.schedule_summary.cot
252
- : undefined,
253
- };
254
- }
255
215
  return Object.keys(result).length > 0 ? result : undefined;
256
216
  }
257
217
  function toJEScheduleRecommendations(payload) {
@@ -298,18 +258,9 @@ function toJEScheduledTransaction(payload) {
298
258
  startDate: payload.start_date != null ? (0, zeniDayJS_1.date)(payload.start_date) : undefined,
299
259
  endDate: payload.end_date != null ? (0, zeniDayJS_1.date)(payload.end_date) : undefined,
300
260
  period: payload.period != null ? Number(payload.period) : undefined,
301
- recurringAmount: payload.recurring_amount != null
302
- ? {
303
- amount: payload.recurring_amount,
304
- currencyCode: payload.currency_code,
305
- currencySymbol: payload.currency_symbol,
306
- }
307
- : undefined,
308
- postedCount: payload.posted_count ?? undefined,
309
261
  updatedByUserID: payload.updated_by.user_id,
310
262
  balanceAsOfToday: payload.balance ?? undefined,
311
263
  updatedAt: payload.updated_at != null ? (0, zeniDayJS_1.date)(payload.updated_at) : undefined,
312
- createTime: payload.create_time != null ? (0, zeniDayJS_1.date)(payload.create_time) : undefined,
313
264
  jeCredit: {
314
265
  accountId: payload.je_credit_account_id ?? undefined,
315
266
  accountingClassId: payload.je_credit_accounting_class_id ?? undefined,
@@ -334,7 +285,6 @@ function toJEScheduledTransaction(payload) {
334
285
  : {},
335
286
  scheduledJournalEntry: [],
336
287
  aiSummaries: toJEScheduleAISummaries(payload.ai_summaries),
337
- confidenceScore: payload.confidence_score ?? undefined,
338
288
  createdByUserID: payload.created_by?.user_id ?? undefined,
339
289
  recommendations: toJEScheduleRecommendations(payload.recommendations),
340
290
  };
@@ -347,20 +297,17 @@ function toJEAccruedScheduledTransaction(payload) {
347
297
  label: payload.status.label,
348
298
  },
349
299
  vendorId: payload.vendor.vendor_id,
350
- // The accrued payload extends JEScheduledTransactionPayload, so it carries currency_code and
351
- // currency_symbol like every other schedule -- this mapper was hardcoding USD over fields it
352
- // already had.
353
300
  recurringAmount: {
354
301
  amount: payload.recurring_amount,
355
- currencyCode: payload.currency_code,
356
- currencySymbol: payload.currency_symbol,
302
+ currencyCode: 'USD',
303
+ currencySymbol: '$',
357
304
  },
358
305
  otherAttributes: {
359
306
  startingBalance: payload.other_attributes?.starting_balance != null
360
307
  ? {
361
308
  amount: payload.other_attributes?.starting_balance ?? 0,
362
- currencyCode: payload.currency_code,
363
- currencySymbol: payload.currency_symbol,
309
+ currencyCode: 'USD',
310
+ currencySymbol: '$',
364
311
  }
365
312
  : undefined,
366
313
  },
@@ -369,9 +316,6 @@ function toJEAccruedScheduledTransaction(payload) {
369
316
  endDate: payload.end_date != null ? (0, zeniDayJS_1.date)(payload.end_date) : undefined,
370
317
  period: payload.period != null ? Number(payload.period) : undefined,
371
318
  updatedByUserID: payload.updated_by.user_id,
372
- // The accrued joiner resolves createdByUserID into the "Created by" cell. Without this the
373
- // payload's created_by was dropped here and every accrued row rendered a hyphen.
374
- createdByUserID: payload.created_by?.user_id ?? undefined,
375
319
  balanceAsOfToday: payload.balance ?? undefined,
376
320
  updatedAt: payload.updated_at != null ? (0, zeniDayJS_1.date)(payload.updated_at) : undefined,
377
321
  jeCredit: {
@@ -398,126 +342,3 @@ function toJEAccruedScheduledTransaction(payload) {
398
342
  jeScheduleType: (0, jeSchedulesTypes_1.toScheduleTypesTypeStrict)(payload.je_schedule_type),
399
343
  };
400
344
  }
401
- /**
402
- * Reads the months in the order the snapshot gives them rather than deriving a range: a vendor that
403
- * skipped a month has no entry for it, so filling gaps would invent history that was never billed.
404
- */
405
- function toJEOneTimeAccrualMonthlyTotals(snapshot, currencyCode) {
406
- const monthlyTotals = snapshot.monthly_totals;
407
- if (monthlyTotals == null) {
408
- return [];
409
- }
410
- const months = snapshot.sorted_months ?? Object.keys(monthlyTotals).sort();
411
- return months
412
- .filter((month) => monthlyTotals[month] != null)
413
- .map((month) => ({
414
- month,
415
- amount: toOneTimeAccrualAmount(monthlyTotals[month], currencyCode),
416
- }));
417
- }
418
- function toJEOneTimeAccrualProfileSnapshot(payload, currencyCode) {
419
- if (payload == null) {
420
- return undefined;
421
- }
422
- const billingPattern = payload.billing_pattern;
423
- return {
424
- monthlyTotals: toJEOneTimeAccrualMonthlyTotals(payload, currencyCode),
425
- billingPattern: billingPattern != null
426
- ? {
427
- frequency: billingPattern.frequency ?? undefined,
428
- monthsOfHistory: billingPattern.months_of_history ?? undefined,
429
- consistencyScore: billingPattern.consistency_score ?? undefined,
430
- billingLagDays: billingPattern.billing_lag_days ?? undefined,
431
- typicalBillDay: billingPattern.typical_bill_day ?? undefined,
432
- avgAmount: billingPattern.avg_amount != null
433
- ? toOneTimeAccrualAmount(billingPattern.avg_amount, currencyCode)
434
- : undefined,
435
- lastBillAmount: billingPattern.last_bill_amount != null
436
- ? toOneTimeAccrualAmount(billingPattern.last_bill_amount, currencyCode)
437
- : undefined,
438
- lastBillDate: billingPattern.last_bill_date != null
439
- ? (0, zeniDayJS_1.date)(billingPattern.last_bill_date)
440
- : undefined,
441
- }
442
- : undefined,
443
- };
444
- }
445
- function toJEOneTimeAccrualAiSuggestion(payload, currencyCode) {
446
- if (payload == null) {
447
- return undefined;
448
- }
449
- return {
450
- memo: payload.memo ?? undefined,
451
- jeDebitAccountName: payload.je_debit_account_name ?? undefined,
452
- jeCreditAccountName: payload.je_credit_account_name ?? undefined,
453
- estimatedAmount: payload.estimated_amount != null
454
- ? toOneTimeAccrualAmount(payload.estimated_amount, currencyCode)
455
- : undefined,
456
- };
457
- }
458
- function toJEOneTimeAccrual(payload) {
459
- return {
460
- accrualId: payload._id,
461
- vendorId: payload.vendor_id,
462
- vendorName: payload.vendor_name,
463
- serviceMonth: payload.service_month,
464
- accrualStatus: (0, jeSchedulesTypes_1.toOneTimeAccrualStatusCodeType)(payload.status),
465
- origin: (0, jeSchedulesTypes_1.toOneTimeAccrualOriginType)(payload.origin),
466
- automationTier: payload.automation_tier != null
467
- ? (0, jeSchedulesTypes_1.toOneTimeAccrualAutomationTierType)(payload.automation_tier)
468
- : undefined,
469
- estimatedAmount: toOneTimeAccrualAmount(payload.estimated_amount, payload.currency),
470
- memo: payload.memo ?? '',
471
- profileSnapshot: toJEOneTimeAccrualProfileSnapshot(payload.profile_snapshot, payload.currency),
472
- isIgnored: payload.is_ignored === true,
473
- aiSuggestion: toJEOneTimeAccrualAiSuggestion(payload.ai_suggestion, payload.currency),
474
- // Exclusive by contract: a scheduled row reverses on expectedReversalDate and bills never
475
- // drive it, so the two never need reconciling. Defaulting to on_bill_match matches the
476
- // create path's default when the field is absent on an older document.
477
- reversalPolicy: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalPolicyType)(payload.reversal_policy ?? 'on_bill_match'),
478
- reversalTrigger: (0, jeSchedulesTypes_1.toOneTimeAccrualReversalTriggerType)(payload.reversal_trigger ?? undefined),
479
- expectedReversalDate: payload.expected_reversal_date != null
480
- ? (0, zeniDayJS_1.date)(payload.expected_reversal_date)
481
- : undefined,
482
- postingDate: payload.posting_date != null ? (0, zeniDayJS_1.date)(payload.posting_date) : undefined,
483
- actualPostDate: payload.actual_post_date != null
484
- ? (0, zeniDayJS_1.date)(payload.actual_post_date)
485
- : undefined,
486
- actualReversalPostDate: payload.actual_reversal_post_date != null
487
- ? (0, zeniDayJS_1.date)(payload.actual_reversal_post_date)
488
- : undefined,
489
- jeDebitAccountId: payload.je_debit_account_id ?? undefined,
490
- jeDebitAccountName: payload.je_debit_account_name ?? undefined,
491
- jeDebitAccountingClassId: payload.je_debit_accounting_class_id ?? undefined,
492
- jeDebitAccountingClassName: payload.je_debit_accounting_class_name ?? undefined,
493
- jeCreditAccountId: payload.je_credit_account_id ?? undefined,
494
- jeCreditAccountName: payload.je_credit_account_name ?? undefined,
495
- jeCreditAccountingClassId: payload.je_credit_accounting_class_id ?? undefined,
496
- jeCreditAccountingClassName: payload.je_credit_accounting_class_name ?? undefined,
497
- transactionId: payload.transaction_id ?? undefined,
498
- transactionIntegrationId: payload.transaction_integration_id ?? undefined,
499
- reversalTransactionId: payload.reversal_transaction_id ?? undefined,
500
- createdBy: toJEOneTimeAccrualCreator(payload.created_by_user),
501
- };
502
- }
503
- // The accrual wire format carries a currency CODE but no symbol, so the symbol has to be derived.
504
- // Only USD has a known glyph today (the create path is USD-only); anything else falls back to the
505
- // code, which reads correctly as "EUR 1,200" rather than silently rendering a wrong "$".
506
- function toOneTimeAccrualAmount(amount, currencyCode) {
507
- const code = currencyCode ?? USD_CURRENCY_CODE;
508
- return (0, amount_1.toAmount)(amount, code, code === USD_CURRENCY_CODE ? '$' : code);
509
- }
510
- function toJEOneTimeAccrualCreator(payload) {
511
- if (payload == null) {
512
- return undefined;
513
- }
514
- return {
515
- userId: payload.user_id,
516
- email: payload.email ?? undefined,
517
- firstName: payload.first_name ?? undefined,
518
- lastName: payload.last_name ?? undefined,
519
- photo: payload.photo?.original != null
520
- ? (0, zeniUrl_1.toZeniUrl)(payload.photo.original)
521
- : undefined,
522
- };
523
- }
@@ -1,5 +1,5 @@
1
1
  import { UpdateType } from '../../commonStateTypes/common';
2
- import { JEAccruedScheduledTransactionPayload, JEOneTimeAccrualPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
2
+ import { JEAccruedScheduledTransactionPayload, JEScheduledTransactionPayload, ScheduledJournalEntryPayload } from './jeSchedulesPayload';
3
3
  import { JESchedulesState } from './jeSchedulesState';
4
4
  export declare const initialState: JESchedulesState;
5
5
  export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeSchedulesTransactionsPayload: JEScheduledTransactionPayload[]], {
@@ -22,8 +22,6 @@ export declare const updateJESchedules: import("@reduxjs/toolkit").ActionCreator
22
22
  jeScheduleTransactionKey: `${string}_expense_${string}` | `${string}_check_${string}` | `${string}_invoice_${string}` | `${string}_payment_${string}` | `${string}_credit_memo_${string}` | `${string}_sales_receipt_${string}` | `${string}_delayed_credit_${string}` | `${string}_delayed_charge_${string}` | `${string}_refund_${string}` | `${string}_bill_${string}` | `${string}_bill_payment_${string}` | `${string}_bill_payment_check_${string}` | `${string}_bill_payment_credit_card_${string}` | `${string}_vendor_credit_${string}` | `${string}_credit_card_credit_${string}` | `${string}_transfer_${string}` | `${string}_credit_card_payment_${string}` | `${string}_deposit_${string}` | `${string}_journal_entry_${string}`;
23
23
  }, "jeSchedules/deleteJESchedulesDetails", never, never>, deleteAccruedJESchedulesDetails: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[JEScheduleKey: `${string}_${string}`], {
24
24
  JEScheduleKey: `${string}_${string}`;
25
- }, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>, clearAllAccruedJESchedules: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllAccruedJESchedules">, clearAllJEScheduleTransactions: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"jeSchedules/clearAllJEScheduleTransactions">, updateJEOneTimeAccruals: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[]], {
26
- jeOneTimeAccrualsPayload: JEOneTimeAccrualPayload[];
27
- }, "jeSchedules/updateJEOneTimeAccruals", never, never>;
25
+ }, "jeSchedules/deleteAccruedJESchedulesDetails", never, never>;
28
26
  declare const _default: import("redux").Reducer<JESchedulesState>;
29
27
  export default _default;
@@ -4,16 +4,14 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
4
4
  };
5
5
  var _a;
6
6
  Object.defineProperty(exports, "__esModule", { value: true });
7
- exports.updateJEOneTimeAccruals = exports.clearAllJEScheduleTransactions = exports.clearAllAccruedJESchedules = exports.deleteAccruedJESchedulesDetails = exports.deleteJESchedulesDetails = exports.updateAccruedJESchedulesDetails = exports.updateJESchedulesDetails = exports.updateAccruedJEScheduledTransaction = exports.updateJEScheduledTransaction = exports.updateAccruedJESchedules = exports.updateJESchedules = exports.initialState = void 0;
7
+ exports.deleteAccruedJESchedulesDetails = exports.deleteJESchedulesDetails = exports.updateAccruedJESchedulesDetails = exports.updateJESchedulesDetails = exports.updateAccruedJEScheduledTransaction = exports.updateJEScheduledTransaction = exports.updateAccruedJESchedules = exports.updateJESchedules = exports.initialState = void 0;
8
8
  const toolkit_1 = require("@reduxjs/toolkit");
9
9
  const assignWith_1 = __importDefault(require("lodash/assignWith"));
10
10
  const rootActions_1 = require("../../rootActions");
11
- const jeScheduleHelper_1 = require("./jeScheduleHelper");
12
11
  const jeSchedulesPayload_1 = require("./jeSchedulesPayload");
13
12
  exports.initialState = {
14
13
  schedulesByTransactionKey: {},
15
14
  schedulesByAccruedJEScheduleKey: {},
16
- oneTimeAccrualsByKey: {},
17
15
  };
18
16
  const jeSchedules = (0, toolkit_1.createSlice)({
19
17
  name: 'jeSchedules',
@@ -118,41 +116,15 @@ const jeSchedules = (0, toolkit_1.createSlice)({
118
116
  delete draft.schedulesByAccruedJEScheduleKey[JEScheduleKey];
119
117
  },
120
118
  },
121
- // Writes directly, unlike updateAccruedJESchedules / updateJESchedules, which are no-op
122
- // actions whose only job is to trigger the entity fan-out epic that fetches vendors,
123
- // accounts, classes and users. An accrual denormalizes all of those as names on the document,
124
- // so there is nothing to fan out to.
125
- updateJEOneTimeAccruals: {
126
- prepare(jeOneTimeAccrualsPayload) {
127
- return {
128
- payload: {
129
- jeOneTimeAccrualsPayload,
130
- },
131
- };
132
- },
133
- reducer(draft, action) {
134
- action.payload.jeOneTimeAccrualsPayload.forEach((accrualPayload) => {
135
- const accrual = (0, jeSchedulesPayload_1.toJEOneTimeAccrual)(accrualPayload);
136
- draft.oneTimeAccrualsByKey[(0, jeScheduleHelper_1.generateJEOneTimeAccrualKey)(accrual.accrualId)] = accrual;
137
- });
138
- },
139
- },
140
- clearAllJEScheduleTransactions(draft) {
141
- draft.schedulesByTransactionKey = {};
142
- },
143
- clearAllAccruedJESchedules(draft) {
144
- draft.schedulesByAccruedJEScheduleKey = {};
145
- },
146
119
  },
147
120
  extraReducers: (builder) => {
148
121
  builder.addCase(rootActions_1.clearAll, (draft) => {
149
122
  draft.schedulesByAccruedJEScheduleKey = {};
150
123
  draft.schedulesByTransactionKey = {};
151
- draft.oneTimeAccrualsByKey = {};
152
124
  });
153
125
  },
154
126
  });
155
- _a = jeSchedules.actions, exports.updateJESchedules = _a.updateJESchedules, exports.updateAccruedJESchedules = _a.updateAccruedJESchedules, exports.updateJEScheduledTransaction = _a.updateJEScheduledTransaction, exports.updateAccruedJEScheduledTransaction = _a.updateAccruedJEScheduledTransaction, exports.updateJESchedulesDetails = _a.updateJESchedulesDetails, exports.updateAccruedJESchedulesDetails = _a.updateAccruedJESchedulesDetails, exports.deleteJESchedulesDetails = _a.deleteJESchedulesDetails, exports.deleteAccruedJESchedulesDetails = _a.deleteAccruedJESchedulesDetails, exports.clearAllAccruedJESchedules = _a.clearAllAccruedJESchedules, exports.clearAllJEScheduleTransactions = _a.clearAllJEScheduleTransactions, exports.updateJEOneTimeAccruals = _a.updateJEOneTimeAccruals;
127
+ _a = jeSchedules.actions, exports.updateJESchedules = _a.updateJESchedules, exports.updateAccruedJESchedules = _a.updateAccruedJESchedules, exports.updateJEScheduledTransaction = _a.updateJEScheduledTransaction, exports.updateAccruedJEScheduledTransaction = _a.updateAccruedJEScheduledTransaction, exports.updateJESchedulesDetails = _a.updateJESchedulesDetails, exports.updateAccruedJESchedulesDetails = _a.updateAccruedJESchedulesDetails, exports.deleteJESchedulesDetails = _a.deleteJESchedulesDetails, exports.deleteAccruedJESchedulesDetails = _a.deleteAccruedJESchedulesDetails;
156
128
  exports.default = jeSchedules.reducer;
157
129
  /**
158
130
  * Helper functions
@@ -9,8 +9,8 @@ import { ScheduleTransaction } from '../transaction/stateTypes/scheduleTransacti
9
9
  import { TransactionID } from '../transaction/stateTypes/transactionID';
10
10
  import { User } from '../user/userState';
11
11
  import { Vendor } from '../vendor/vendorState';
12
- import { JEOneTimeAccrualState, JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, JESchedulesState, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
13
- import { JEOneTimeAccrualKey, JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
12
+ import { JEScheduleAISummaries, JEScheduleOtherAttributes, JEScheduleRecommendations, ScheduleJournalStatusCode, ScheduleStatus } from './jeSchedulesState';
13
+ import { JEScheduleKey, JEScheduleTransactionKey, JournalEntryErrorCodeType, ScheduleTypes } from './jeSchedulesTypes';
14
14
  export interface ScheduledJournalEntry {
15
15
  error: JournalEntryErrorCodeType[];
16
16
  expectedPostDate: ZeniDate;
@@ -55,17 +55,13 @@ export interface JEScheduledTransaction {
55
55
  accountingClass?: Class;
56
56
  };
57
57
  jeScheduleTransactionKey: JEScheduleTransactionKey;
58
- lifecycleTotal: number;
59
58
  otherAttributes: JEScheduleOtherAttributes;
60
- postedCount: number;
61
59
  scheduledJournalEntry: ScheduledJournalEntry[];
62
60
  status: ScheduleStatus;
63
61
  vendor: Vendor;
64
62
  aiSummaries?: JEScheduleAISummaries;
65
63
  balanceAsOfToday?: Amount;
66
- confidenceScore?: number;
67
64
  createdByUser?: User;
68
- createTime?: ZeniDate;
69
65
  dayOfPostingDate?: ScheduleDaysOfMonth;
70
66
  endDate?: ZeniDate;
71
67
  jeScheduleId?: ID;
@@ -73,14 +69,9 @@ export interface JEScheduledTransaction {
73
69
  lastDayOfMonth?: boolean;
74
70
  period?: number;
75
71
  recommendations?: JEScheduleRecommendations;
76
- recurringAmount?: Amount;
77
72
  startDate?: ZeniDate;
78
73
  updatedAt?: ZeniDate;
79
74
  updatedByUser?: User;
80
75
  }
81
- export interface JEOneTimeAccrual extends JEOneTimeAccrualState {
82
- jeOneTimeAccrualKey: JEOneTimeAccrualKey;
83
- }
84
- export declare const getJEOneTimeAccrualByKey: (jeOneTimeAccrualKey: JEOneTimeAccrualKey, jeSchedulesState: JESchedulesState) => JEOneTimeAccrual | undefined;
85
76
  export declare const getJEAccruedScheduleByJEScheduleKey: (JEScheduleKey: JEScheduleKey, state: RootState) => JEAccruedSchedule | undefined;
86
77
  export declare const getJEScheduledTransactionByJEScheduleTransactionKey: (jeScheduleTransactionKey: JEScheduleTransactionKey, state: RootState) => JEScheduledTransaction;