@zeniai/client-epic-state 5.2.14 → 5.2.15

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.d.ts

@@ -0,0 +1,42 @@
+import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
+import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
+import { FetchStateAndError } from '../../../commonStateTypes/common';
+import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
+import { AccountBase } from '../../../entity/account/accountState';
+import { ClassBase } from '../../../entity/class/classState';
+import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { ScheduleTransaction } from '../../../entity/transaction/stateTypes/scheduleTransaction';
+import { NewScheduleLocalData, NewScheduleLocalDataFixedAssets } from '../types/jeSchedulesViewState';
+export interface NewScheduleSearchTransactionsView {
+    searchTransactionsFetchState: FetchStateAndError;
+    searchTransactionsResults: ScheduleTransaction[];
+    searchTransactionsString?: string;
+}
+/**
+ * Accounts and request status for both accrual creation forms — the one-time accrual and the
+ * recurring accrued schedule. Deliberately not NewScheduleView: neither has a base transaction to
+ * search, and both need a second account hierarchy (the accrued liability) that no schedule type
+ * has. A one-time accrual additionally has no local-data slot in newScheduleState, since it is not
+ * a schedule type at all.
+ */
+export interface NewAccrualAccountsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    accruedAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    accruedScheduleSaveStatus: FetchStateAndError;
+    allAccountList: AccountBase[];
+    allAccruedExpenseList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    createStatus: FetchStateAndError;
+}
+export interface NewScheduleView extends SelectorView, NewScheduleSearchTransactionsView {
+    accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
+    allAccountList: AccountBase[];
+    allClassList: ClassBase[];
+    classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
+    newScheduleLocalData: NewScheduleLocalData | NewScheduleLocalDataFixedAssets;
+    saveStatus: FetchStateAndError;
+    scheduleType: ScheduleTypes;
+    allDepreciationAccountList?: AccountBase[];
+    allDepreciationAccountListNestedAccountHierarchy?: NestedAccountHierarchyForReport[];
+}

package/lib/view/expenseAutomationView/selectorTypes/jeNewScheduleViewSelectorTypes.js

@@ -0,0 +1,2 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });

package/lib/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.d.ts

@@ -1,15 +1,39 @@
+import { Amount } from '../../../commonStateTypes/amount';
 import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
 import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
 import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
 import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
 import { AccountBase } from '../../../entity/account/accountState';
 import { ClassBase } from '../../../entity/class/classState';
-import { JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
-import { JEScheduleTransactionKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
+import { JEScheduleKey, JEScheduleTransactionKey, ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { JEAccountSettingsView } from '../selectorTypes/jeAccountSettingsViewSelectorTypes';
 import { JEScheduledTransactionWithFailedEntries } from '../selectors/jeScheduledTransactionWithFailedEntries';
-import { JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+import { NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+import { JEScheduleRow } from '../selectors/jeSchedulesViewSelector';
+import { JEPageTab, JEScheduleLocalData, JESchedulesViewUIState } from '../types/jeSchedulesViewState';
+/**
+ * Amount rather than a bare number: the KPI strip formats these for display, and a number carries
+ * no currency, which is what made the tiles print a hardcoded dollar sign.
+ */
+export interface JEKpiSummary {
+    aiAccountant: {
+        amount: Amount;
+        count: number;
+    };
+    manual: {
+        amount: Amount;
+        count: number;
+    };
+    needsReview: {
+        amount: Amount;
+        count: number;
+    };
+    total: {
+        amount: Amount;
+        count: number;
+    };
+}
 export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     accountSettingsView: JEAccountSettingsView;
@@ -18,16 +42,26 @@ export interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {
     allDepreciationAccountList: AccountBase[];
     allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];
     classListNestedAccountHierarchy: NestedClassHierarchyForReport[];
-    completedSchedules: JEScheduledTransaction[];
     completionStatus: CompletionStatusType;
-    draftSchedules: JEScheduledTransaction[];
+    createdSchedules: JEScheduleRow[];
+    createdTotal: number;
+    hasLoadedForSelectedTab: boolean;
     ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;
     jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;
-    ongoingSchedules: JEScheduledTransaction[];
-    pendingReviewSchedules: (JEScheduledTransaction | JEScheduledTransactionWithFailedEntries)[];
+    jeScheduleTypeCounts: {
+        active: Record<ScheduleTypes, number>;
+        ongoing: Record<ScheduleTypes, number>;
+    };
+    kpiSummary: JEKpiSummary;
+    newScheduleView: NewScheduleView | undefined;
+    oneTimeAccrualActionStatusById: Record<ID, FetchStateAndError>;
+    pendingReviewSchedules: JEScheduleRow[];
+    pendingReviewTotal: number;
     postStatusById: Record<ID, FetchStateAndError>;
     refreshStatus: FetchStateAndError;
     resolveSchedules: JEScheduledTransactionWithFailedEntries[];
+    revertStatusById: Record<JEScheduleKey | JEScheduleTransactionKey, FetchStateAndError>;
+    scheduleCountsByTab: Partial<Record<JEPageTab, number>>;
     uiState: JESchedulesViewUIState;
     uncategorizedAccounts: UncategorizedAccounts;
 }

package/lib/view/expenseAutomationView/selectors/jeAccountSettingsViewSelector.js

@@ -25,6 +25,7 @@ exports.getJEAccountSettingsView = (0, toolkit_1.createSelector)((state) => stat
         fixedAssetsAccountHierarchy: jeAccountMappingState.fixedAssetsNestedAccountListHierarchy,
         accruedExpensesAccountHierarchy: jeAccountMappingState.accruedExpensesNestedAccountListHierarchy,
         fetchState: fetchState.fetchState,
+        hasLoaded: jeAccountMappingState.hasLoadedAccountSettings,
         saveState,
     };
 });

package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.d.ts

@@ -0,0 +1,21 @@
+import { RootState } from '../../../reducer';
+import { NewAccrualAccountsView, NewScheduleSearchTransactionsView, NewScheduleView } from '../selectorTypes/jeNewScheduleViewSelectorTypes';
+/**
+ * The Base Transaction search is shared across schedule types (one search
+ * box, not one per prepaid_expenses/fixed_assets) — split out from
+ * getNewScheduleView so a consumer can read it without supplying an
+ * otherwise-irrelevant scheduleType.
+ */
+export declare const getNewScheduleSearchTransactionsView: (state: RootState) => NewScheduleSearchTransactionsView;
+/**
+ * Account + class options and request status shared by both accrual creation forms — the one-time
+ * accrual and the recurring accrued schedule.
+ *
+ * getAccountsTypesForScheduleDetails('accrued_expenses') deliberately includes
+ * other_current_liabilities, because the accrued liability accounts live there —
+ * so the debit list has to subtract them back out, and the credit list keeps only
+ * them. Mirrors getScheduleAccruedDetailView, which is the form this one is
+ * modelled on.
+ */
+export declare const getNewAccrualAccountsView: (state: RootState) => NewAccrualAccountsView;
+export declare const getNewScheduleView: (state: RootState, scheduleType: "fixed_assets" | "prepaid_expenses") => NewScheduleView;

package/lib/view/expenseAutomationView/selectors/jeNewScheduleViewSelector.js

@@ -0,0 +1,112 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.getNewScheduleView = exports.getNewAccrualAccountsView = exports.getNewScheduleSearchTransactionsView = void 0;
+const accountSelector_1 = require("../../../entity/account/accountSelector");
+const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
+const accountListSelector_1 = require("../../accountList/accountListSelector");
+const classListSelector_1 = require("../../classList/classListSelector");
+const scheduleDetailLocalDataHelper_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper");
+const scheduleDetailSelector_1 = require("../../scheduleView/scheduleDetailView/scheduleDetailSelector");
+const scheduleListHelper_1 = require("../../scheduleView/scheduleListView/scheduleListHelper");
+/**
+ * The Base Transaction search is shared across schedule types (one search
+ * box, not one per prepaid_expenses/fixed_assets) — split out from
+ * getNewScheduleView so a consumer can read it without supplying an
+ * otherwise-irrelevant scheduleType.
+ */
+const getNewScheduleSearchTransactionsView = (state) => {
+    const { searchTransactions } = state.expenseAutomationJESchedulesViewState.newSchedule;
+    const searchTransactionsResults = searchTransactions.searchResults
+        .map((key) => (0, transactionSelector_1.getScheduleTransactionById)(state.transactionState, key))
+        .filter((transaction) => transaction != null);
+    return {
+        searchTransactionsResults,
+        searchTransactionsFetchState: {
+            fetchState: searchTransactions.fetchState,
+            error: searchTransactions.error,
+        },
+        searchTransactionsString: searchTransactions.searchString,
+    };
+};
+exports.getNewScheduleSearchTransactionsView = getNewScheduleSearchTransactionsView;
+const ACCRUED_EXPENSE_ACCOUNT_LABELS = ['accrued_expenses'];
+/**
+ * Account + class options and request status shared by both accrual creation forms — the one-time
+ * accrual and the recurring accrued schedule.
+ *
+ * getAccountsTypesForScheduleDetails('accrued_expenses') deliberately includes
+ * other_current_liabilities, because the accrued liability accounts live there —
+ * so the debit list has to subtract them back out, and the credit list keeps only
+ * them. Mirrors getScheduleAccruedDetailView, which is the form this one is
+ * modelled on.
+ */
+const getNewAccrualAccountsView = (state) => {
+    const { accountState, accountListState, classState, classListState } = state;
+    const { newSchedule } = state.expenseAutomationJESchedulesViewState;
+    const accountType = (0, scheduleListHelper_1.getAccountsTypesForScheduleEpics)();
+    const accrualAccountIds = (0, accountSelector_1.getAccountIdsForTypes)(accountState, (0, scheduleDetailLocalDataHelper_1.getAccountsTypesForScheduleDetails)('accrued_expenses'));
+    const accruedCategoryIds = (0, accountSelector_1.getAccountIdsForLabels)(accountState, ACCRUED_EXPENSE_ACCOUNT_LABELS);
+    const allAccountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, accountType.accountListKey);
+    const nestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountType.accountListKey);
+    const debitAccounts = allAccountList.accounts.filter((account) => accrualAccountIds.includes(account.accountId) &&
+        !accruedCategoryIds.includes(account.accountId));
+    const creditAccounts = allAccountList.accounts.filter((account) => accruedCategoryIds.includes(account.accountId));
+    const allClassList = (0, classListSelector_1.getClassList)(classState, classListState);
+    return {
+        accountListNestedAccountHierarchy: (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)(nestedAccountHierarchy, debitAccounts.map((account) => account.accountId)),
+        accruedAccountListNestedAccountHierarchy: (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)(nestedAccountHierarchy, creditAccounts.map((account) => account.accountId)),
+        allAccountList: debitAccounts,
+        allAccruedExpenseList: creditAccounts,
+        allClassList: allClassList.classes,
+        classListNestedAccountHierarchy: (0, classListSelector_1.getNestedClassListHierarchy)(classListState),
+        createStatus: newSchedule.createOneTimeAccrualStatus,
+        // The recurring accrued schedule saves through the accrued detail epics that the Vendor tab
+        // already uses, so its status is that slice's updateStatus rather than anything new here.
+        accruedScheduleSaveStatus: state.scheduleAccruedDetailState.updateStatus,
+    };
+};
+exports.getNewAccrualAccountsView = getNewAccrualAccountsView;
+const getNewScheduleView = (state, scheduleType) => {
+    const { accountState, accountListState, classState, classListState } = state;
+    const { newSchedule } = state.expenseAutomationJESchedulesViewState;
+    const searchTransactionsView = (0, exports.getNewScheduleSearchTransactionsView)(state);
+    const accountType = (0, scheduleListHelper_1.getAccountsTypesForScheduleEpics)();
+    const newScheduleAccountTypes = (0, scheduleDetailLocalDataHelper_1.getAccountsTypesForScheduleDetails)(scheduleType);
+    const newScheduleAccountIds = (0, accountSelector_1.getAccountIdsForTypes)(accountState, newScheduleAccountTypes);
+    const allAccountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, accountType.accountListKey);
+    const filteredAccounts = allAccountList.accounts.filter((account) => newScheduleAccountIds.includes(account.accountId));
+    const accountListNestedAccountHierarchy = (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)((0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountType.accountListKey), filteredAccounts.map((account) => account.accountId));
+    const allClassList = (0, classListSelector_1.getClassList)(classState, classListState);
+    const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
+    let allDepreciationAccountList;
+    let allDepreciationAccountListNestedAccountHierarchy;
+    if (scheduleType === 'fixed_assets') {
+        const depreciationCategoryIds = (0, accountSelector_1.getAccountIdsForTypes)(accountState, [
+            'fixed_assets',
+            'other_assets',
+        ]);
+        const accountLabel = (0, scheduleListHelper_1.getAccountLabelForScheduleType)('fixed_assets');
+        const fixedAssetLabelAccountIds = accountLabel != null
+            ? (0, accountListSelector_1.getAccountIdsForLabel)(accountListState, accountType.accountListKey, accountLabel)
+            : [];
+        allDepreciationAccountList = allAccountList.accounts.filter((account) => depreciationCategoryIds.includes(account.accountId) &&
+            !fixedAssetLabelAccountIds.includes(account.accountId));
+        allDepreciationAccountListNestedAccountHierarchy =
+            (0, scheduleDetailSelector_1.filterNestedAccountHierarchyById)((0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, accountType.accountListKey), allDepreciationAccountList.map((account) => account.accountId));
+    }
+    return {
+        scheduleType,
+        accountListNestedAccountHierarchy,
+        allAccountList: filteredAccounts,
+        allClassList: allClassList.classes,
+        allDepreciationAccountList,
+        allDepreciationAccountListNestedAccountHierarchy,
+        classListNestedAccountHierarchy,
+        newScheduleLocalData: newSchedule.newScheduleState[scheduleType],
+        saveStatus: newSchedule.saveStatus,
+        ...searchTransactionsView,
+        fetchState: newSchedule.fetchState,
+        error: newSchedule.error,
+    };
+};
+exports.getNewScheduleView = getNewScheduleView;

package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.d.ts

@@ -1,3 +1,37 @@
+import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
+import { JEAccruedSchedule, JEOneTimeAccrual, JEScheduledTransaction } from '../../../entity/jeSchedules/jeSchedulesSelector';
+import { ScheduleTypes } from '../../../entity/jeSchedules/jeSchedulesTypes';
 import { RootState } from '../../../rootStateTypes';
 import { ExpenseAutomationJESchedulesViewSelector } from '../selectorTypes/jeSchedulesSelectorTypes';
+import { JEScheduledTransactionWithFailedEntries } from './jeScheduledTransactionWithFailedEntries';
+/**
+ * `posting_blocked` is written by the posting Cron when a JE fails to post. It is an internal
+ * failure state with no human action attached, so it is dropped here rather than hidden at render
+ * time — filtering in the view would leave the group counts and KPI totals counting rows nobody
+ * can see. The expense-automation endpoint applies no status filter on the close-period path, so
+ * these rows do arrive.
+ */
+export declare function isRenderableOneTimeAccrual(accrual: JEOneTimeAccrual): boolean;
+export declare function getJEScheduleRowType(schedule: JEScheduleRow): ScheduleTypes | undefined;
+export declare function isPendingReviewRow(schedule: JEScheduleRow): boolean;
+export declare function isExistingTabRow(schedule: JEScheduleRow): boolean;
+export declare const isAiAccountantSchedule: (schedule: JEScheduleRow) => boolean;
+export declare function isAccruedScheduleRow(schedule: JEScheduleRow): schedule is JEAccruedSchedule;
+export declare function isOneTimeAccrualRow(schedule: JEScheduleRow): schedule is JEOneTimeAccrual;
 export declare function getExpenseAutomationJESchedulesView(state: RootState): ExpenseAutomationJESchedulesViewSelector;
+export type JEScheduleRow = JEAccruedSchedule | JEOneTimeAccrual | JEScheduledTransaction | JEScheduledTransactionWithFailedEntries;
+export type JEScheduleRowWithoutOneTimeAccrual = Exclude<JEScheduleRow, JEOneTimeAccrual>;
+export interface ExpenseAutomationJEOneTimeAccrualDetailView {
+    actionFetchState: FetchStateAndError;
+    detailFetchState: FetchStateAndError;
+    accrual?: JEOneTimeAccrual;
+}
+/**
+ * One accrual plus the status of its promote / ignore request, for the detail screen.
+ *
+ * `accrual` is undefined on a cold load — a refresh or a shared link, where the list has never run
+ * — so the screen dispatches `fetchOneTimeAccrual` and waits on `detailFetchState`. The two states
+ * are separate on purpose: `actionFetchState` drives the row spinner and the post-revert navigation,
+ * and a page load must not look like an action that just finished.
+ */
+export declare function getExpenseAutomationJEOneTimeAccrualDetailView(state: RootState, accrualId: ID): ExpenseAutomationJEOneTimeAccrualDetailView;