@zeniai/client-epic-state 5.2.22-betaAM1 → 5.2.22-betaRD0

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

@@ -1,212 +0,0 @@
-"use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
-};
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.isAutoReversedAccrual = isAutoReversedAccrual;
-exports.isManuallyReversedAccrual = isManuallyReversedAccrual;
-exports.isPendingReviewAccrual = isPendingReviewAccrual;
-exports.getClearedAllocatedActualAmount = getClearedAllocatedActualAmount;
-exports.getActualMatchingAmount = getActualMatchingAmount;
-exports.getActualMatchingReversalDate = getActualMatchingReversalDate;
-exports.getExpenseAutomationActualMatchingView = getExpenseAutomationActualMatchingView;
-const orderBy_1 = __importDefault(require("lodash/orderBy"));
-const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
-const jeSchedulesSelector_1 = require("../../../entity/jeSchedules/jeSchedulesSelector");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
-function isAutoReversedAccrual(accrual) {
-    return (accrual.accrualStatus === 'reversed' &&
-        accrual.reversalTrigger === 'bill_match');
-}
-function isManuallyReversedAccrual(accrual) {
-    return (accrual.accrualStatus === 'reversed' &&
-        accrual.reversalTrigger === 'manual_reverse');
-}
-function isPendingReviewAccrual(accrual) {
-    if (accrual.accrualStatus !== 'posted' || accrual.matchSuggestion == null) {
-        return false;
-    }
-    const resolution = accrual.matchSuggestion.resolution;
-    return resolution == null || resolution.length === 0;
-}
-function isGroupedClearedMatch(accrual) {
-    const groupSum = accrual.cleared?.groupSum?.amount;
-    if (groupSum == null || groupSum <= 0) {
-        return false;
-    }
-    const matchShape = accrual.cleared?.matchShape;
-    const accrualIdsLength = accrual.cleared?.accrualIds?.length ?? 0;
-    return matchShape === '1:N' || matchShape === 'N:1' || accrualIdsLength > 1;
-}
-function getClearedAllocatedActualAmount(accrual) {
-    const matchedAmount = accrual.cleared?.matchedAmount?.amount;
-    if (matchedAmount == null) {
-        return undefined;
-    }
-    if (!isGroupedClearedMatch(accrual)) {
-        return matchedAmount;
-    }
-    const groupSum = accrual.cleared?.groupSum?.amount;
-    if (groupSum == null || groupSum <= 0) {
-        return matchedAmount;
-    }
-    return matchedAmount * (accrual.estimatedAmount.amount / groupSum);
-}
-function getActualMatchingAmount(accrual) {
-    if (isPendingReviewAccrual(accrual)) {
-        return (accrual.matchSuggestion?.matchedAmount?.amount ??
-            accrual.estimatedAmount.amount);
-    }
-    if (isAutoReversedAccrual(accrual) || isManuallyReversedAccrual(accrual)) {
-        return (getClearedAllocatedActualAmount(accrual) ?? accrual.estimatedAmount.amount);
-    }
-    return accrual.estimatedAmount.amount;
-}
-function getActualMatchingReversalDate(accrual) {
-    if (!isAutoReversedAccrual(accrual) && !isManuallyReversedAccrual(accrual)) {
-        return undefined;
-    }
-    return accrual.actualReversalPostDate ?? accrual.cleared?.reversedAt;
-}
-function toActualMatchingRow(accrual, kind) {
-    return {
-        ...accrual,
-        kind,
-        reversalDate: kind === 'pending_review'
-            ? undefined
-            : getActualMatchingReversalDate(accrual),
-    };
-}
-function matchesSearch(accrual, searchString) {
-    const trimmed = searchString.trim().toLowerCase();
-    if (trimmed.length === 0) {
-        return true;
-    }
-    return (accrual.vendorName.toLowerCase().includes(trimmed) ||
-        accrual.memo.toLowerCase().includes(trimmed));
-}
-function getActualMatchingSortValue(row, sortKey) {
-    switch (sortKey) {
-        case 'vendor':
-            return row.vendorName.toLowerCase();
-        case 'date':
-            return row.reversalDate?.valueOf();
-        case 'amount':
-            return getActualMatchingAmount(row);
-        case 'category':
-            return row.jeDebitAccountName?.toLowerCase();
-        case 'class':
-            return row.jeDebitAccountingClassName?.toLowerCase();
-        case 'type':
-            return (row.cleared?.matchedTransactionType ??
-                row.matchSuggestion?.matchedTransactionType)?.toLowerCase();
-        case 'lifecycle':
-            return row.kind;
-        default:
-            return undefined;
-    }
-}
-function sortActualMatchingRows(rows, uiState) {
-    const lodashOrder = uiState.sortOrder === 'ascending' ? 'asc' : 'desc';
-    return (0, orderBy_1.default)(rows, [(row) => getActualMatchingSortValue(row, uiState.sortKey)], [lodashOrder]);
-}
-function emptyKpiSummary() {
-    return {
-        autoReversed: { count: 0, amount: 0 },
-        pendingReview: { count: 0, amount: 0 },
-        totalThisClose: { count: 0, amount: 0 },
-        ai: { count: 0 },
-        manual: { count: 0 },
-    };
-}
-function getExpenseAutomationActualMatchingView(state) {
-    const { expenseAutomationActualMatchingViewState, expenseAutomationViewState } = state;
-    const { accrualKeysByPeriod, fetchState, error, refreshStatus, uiState, matchModal, } = expenseAutomationActualMatchingViewState;
-    const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
-    const selectedPeriod = expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
-    const monthYearPeriodId = selectedPeriod != null ? (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod) : undefined;
-    const accrualKeys = monthYearPeriodId != null
-        ? accrualKeysByPeriod[monthYearPeriodId]
-        : undefined;
-    const accruals = (accrualKeys ?? [])
-        .map((key) => (0, jeSchedulesSelector_1.getJEOneTimeAccrualByKey)(key, state.jeSchedulesState))
-        .filter((accrual) => accrual != null);
-    const filtered = accruals.filter((accrual) => matchesSearch(accrual, uiState.searchString));
-    const autoReversed = sortActualMatchingRows(filtered
-        .filter(isAutoReversedAccrual)
-        .map((accrual) => toActualMatchingRow(accrual, 'auto_reversed')), uiState);
-    const pendingReview = sortActualMatchingRows(filtered
-        .filter(isPendingReviewAccrual)
-        .map((accrual) => toActualMatchingRow(accrual, 'pending_review')), uiState);
-    const manuallyReversed = sortActualMatchingRows(filtered
-        .filter(isManuallyReversedAccrual)
-        .map((accrual) => toActualMatchingRow(accrual, 'manually_reversed')), uiState);
-    const listedAccruals = accruals.filter((accrual) => isAutoReversedAccrual(accrual) ||
-        isPendingReviewAccrual(accrual) ||
-        isManuallyReversedAccrual(accrual));
-    const kpiSummary = listedAccruals.length === 0
-        ? emptyKpiSummary()
-        : {
-            autoReversed: {
-                count: listedAccruals.filter(isAutoReversedAccrual).length,
-                amount: listedAccruals
-                    .filter(isAutoReversedAccrual)
-                    .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
-            },
-            pendingReview: {
-                count: listedAccruals.filter(isPendingReviewAccrual).length,
-                amount: listedAccruals
-                    .filter(isPendingReviewAccrual)
-                    .reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
-            },
-            totalThisClose: {
-                count: listedAccruals.length,
-                amount: listedAccruals.reduce((sum, accrual) => sum + getActualMatchingAmount(accrual), 0),
-            },
-            ai: {
-                count: listedAccruals.filter((accrual) => accrual.origin === 'agent').length,
-            },
-            manual: {
-                count: listedAccruals.filter((accrual) => accrual.origin === 'human').length,
-            },
-        };
-    const accrualSearchResults = matchModal.accrualSearch.results
-        .map((key) => (0, jeSchedulesSelector_1.getJEOneTimeAccrualByKey)(key, state.jeSchedulesState))
-        .filter((accrual) => accrual != null);
-    return {
-        fetchState,
-        error,
-        autoReversed,
-        pendingReview,
-        manuallyReversed,
-        kpiSummary,
-        uiState,
-        refreshStatus,
-        hasLoadedForSelectedPeriod: accrualKeys != null,
-        matchModal: {
-            isOpen: matchModal.isOpen,
-            confirmStatus: matchModal.confirmStatus,
-            lastBatchResults: matchModal.lastBatchResults,
-            transactionSearch: {
-                query: matchModal.transactionSearch.query,
-                results: matchModal.transactionSearch.results,
-                fetchState: {
-                    fetchState: matchModal.transactionSearch.fetchState,
-                    error: matchModal.transactionSearch.error,
-                },
-                nextPageToken: matchModal.transactionSearch.nextPageToken,
-                isLoadingMore: matchModal.transactionSearch.isLoadingMore,
-            },
-            accrualSearch: {
-                query: matchModal.accrualSearch.query,
-                results: accrualSearchResults,
-                fetchState: {
-                    fetchState: matchModal.accrualSearch.fetchState,
-                    error: matchModal.accrualSearch.error,
-                },
-                nextPageToken: matchModal.accrualSearch.nextPageToken,
-                isLoadingMore: matchModal.accrualSearch.isLoadingMore,
-            },
-        },
-    };
-}

package/lib/view/expenseAutomationView/types/actualMatchingViewState.d.ts

@@ -1,81 +0,0 @@
-import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
-import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { JEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
-export declare const toActualMatchingSortKey: (v: string) => "type" | "date" | "vendor" | "category" | "class" | "amount" | "lifecycle";
-export type ActualMatchingSortKey = ReturnType<typeof toActualMatchingSortKey>;
-export declare const MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
-export declare const MATCH_ACCRUAL_SEARCH_LIMIT = 50;
-export declare const MATCH_SEARCH_DEBOUNCE_MS = 300;
-export declare const toMatchAndReverseResultStatus: (v: string) => "error" | "reversed" | "noop" | "conflict" | "claim_lost";
-export type MatchAndReverseResultStatus = ReturnType<typeof toMatchAndReverseResultStatus>;
-export interface ActualMatchingViewUIState {
-    scrollPosition: {
-        scrollTop: number;
-        scrollLeft?: number;
-    } | undefined;
-    searchString: string;
-    sortKey: ActualMatchingSortKey;
-    sortOrder: SortOrder;
-}
-/**
- * Sibling of Missing Receipts `MatchCandidate`. Confirm needs `lineId` and
- * `transactionIntegrationId` on every row — those fields are required here.
- */
-export interface ActualMatchingTransactionSearchResult {
-    amount: number;
-    currencyCode: string;
-    currencySymbol: string;
-    lineId: string;
-    transactionDate: string;
-    transactionId: ID;
-    transactionIntegrationId: string;
-    transactionType: string;
-    vendorName: string;
-    accountDescription?: string;
-    accountId?: ID;
-    accountingClassId?: ID;
-    accountingClassName?: string;
-    accountName?: string;
-    transactionDescription?: string;
-    transactionMemo?: string;
-    transactionTypeName?: string;
-    vendorId?: ID;
-}
-export interface MatchAndReverseResult {
-    accrualId: ID;
-    status: MatchAndReverseResultStatus;
-    reason?: string;
-}
-export interface MatchAndReverseAccrualsParams {
-    accrualIds: ID[];
-    lineId: string;
-    transactionId: ID;
-    transactionIntegrationId: string;
-    transactionType: string;
-}
-export interface ActualMatchingTransactionSearchState extends FetchStateAndError {
-    isLoadingMore: boolean;
-    nextPageToken: string | null;
-    query: string;
-    results: ActualMatchingTransactionSearchResult[];
-}
-export interface ActualMatchingAccrualSearchState extends FetchStateAndError {
-    isLoadingMore: boolean;
-    nextPageToken: string | null;
-    query: string;
-    results: JEOneTimeAccrualKey[];
-}
-export interface ActualMatchingMatchModalState {
-    accrualSearch: ActualMatchingAccrualSearchState;
-    confirmStatus: FetchStateAndError;
-    isOpen: boolean;
-    transactionSearch: ActualMatchingTransactionSearchState;
-    lastBatchResults?: MatchAndReverseResult[];
-}
-export interface ActualMatchingViewState extends FetchedState {
-    accrualKeysByPeriod: Record<MonthYearPeriodId, JEOneTimeAccrualKey[]>;
-    matchModal: ActualMatchingMatchModalState;
-    refreshStatus: FetchStateAndError;
-    uiState: ActualMatchingViewUIState;
-}

package/lib/view/expenseAutomationView/types/actualMatchingViewState.js

@@ -1,27 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.toMatchAndReverseResultStatus = exports.MATCH_SEARCH_DEBOUNCE_MS = exports.MATCH_ACCRUAL_SEARCH_LIMIT = exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = exports.toActualMatchingSortKey = void 0;
-const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-const ACTUAL_MATCHING_SORT_KEYS = [
-    'vendor',
-    'date',
-    'amount',
-    'category',
-    'class',
-    'type',
-    'lifecycle',
-];
-const toActualMatchingSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, ACTUAL_MATCHING_SORT_KEYS);
-exports.toActualMatchingSortKey = toActualMatchingSortKey;
-exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = 50;
-exports.MATCH_ACCRUAL_SEARCH_LIMIT = 50;
-exports.MATCH_SEARCH_DEBOUNCE_MS = 300;
-const MATCH_AND_REVERSE_RESULT_STATUSES = [
-    'reversed',
-    'noop',
-    'conflict',
-    'claim_lost',
-    'error',
-];
-const toMatchAndReverseResultStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, MATCH_AND_REVERSE_RESULT_STATUSES);
-exports.toMatchAndReverseResultStatus = toMatchAndReverseResultStatus;