@zeniai/client-epic-state 5.2.34 → 5.2.35-beta10MM

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

@@ -0,0 +1,105 @@
+import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { ActualMatchingMatchId } from '../../../entity/actualMatching/actualMatchingTypes';
+import { JEOneTimeAccrualKey } from '../../../entity/jeSchedules/jeSchedulesTypes';
+export declare const toActualMatchingSortKey: (v: string) => "type" | "date" | "vendor" | "category" | "class" | "amount" | "variance" | "lifecycle" | "service" | "accrued" | "actual";
+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;
+    syncToken: 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[];
+    lineIds: ID[];
+    transactionId: ID;
+    transactionIntegrationId: string;
+    transactionSyncToken: string;
+    transactionType: string;
+}
+export declare const toUndoReversalResultStatus: (v: string) => "error" | "claim_lost" | "undone";
+export type UndoReversalResultStatus = ReturnType<typeof toUndoReversalResultStatus>;
+export interface UndoReversalResult {
+    accrualId: ID;
+    status: UndoReversalResultStatus;
+    reason?: string;
+}
+export interface UndoReversalAccrualsParams {
+    accrualIds: ID[];
+    matchId: ActualMatchingMatchId;
+}
+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;
+    didPinPrefillTransactions: boolean;
+    isOpen: boolean;
+    pinnedTransactionResults: ActualMatchingTransactionSearchResult[];
+    transactionSearch: ActualMatchingTransactionSearchState;
+    lastBatchResults?: MatchAndReverseResult[];
+    openedFromMatchId?: ActualMatchingMatchId;
+}
+export declare function actualMatchingTransactionLineKey(transactionType: string, transactionIntegrationId: string, lineId: string): string;
+export interface ActualMatchingViewState extends FetchedState {
+    closeMatchAfterUndo: boolean;
+    detailFetchStateByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
+    detailRefreshStatusByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
+    lastMatchResultsByMatchId: Record<ActualMatchingMatchId, MatchAndReverseResult[]>;
+    lastUndoResultsByMatchId: Record<ActualMatchingMatchId, UndoReversalResult[]>;
+    matchIdsByPeriod: Record<MonthYearPeriodId, ActualMatchingMatchId[]>;
+    matchModal: ActualMatchingMatchModalState;
+    refreshStatus: FetchStateAndError;
+    uiState: ActualMatchingViewUIState;
+    undoReversalStatusByMatchId: Record<ActualMatchingMatchId, FetchStateAndError>;
+}

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

@@ -0,0 +1,42 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toUndoReversalResultStatus = exports.toMatchAndReverseResultStatus = exports.MATCH_SEARCH_DEBOUNCE_MS = exports.MATCH_ACCRUAL_SEARCH_LIMIT = exports.MATCH_TRANSACTION_SEARCH_PAGE_SIZE = exports.toActualMatchingSortKey = void 0;
+exports.actualMatchingTransactionLineKey = actualMatchingTransactionLineKey;
+const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
+const ACTUAL_MATCHING_SORT_KEYS = [
+    'vendor',
+    'date',
+    'amount',
+    'category',
+    'class',
+    'type',
+    'lifecycle',
+    'service',
+    'accrued',
+    'actual',
+    'variance',
+];
+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;
+const UNDO_REVERSAL_RESULT_STATUSES = [
+    'undone',
+    'claim_lost',
+    'error',
+];
+const toUndoReversalResultStatus = (v) => (0, stringToUnion_1.stringToUnion)(v, UNDO_REVERSAL_RESULT_STATUSES);
+exports.toUndoReversalResultStatus = toUndoReversalResultStatus;
+function actualMatchingTransactionLineKey(transactionType, transactionIntegrationId, lineId) {
+    return `${transactionType}:${transactionIntegrationId}:${lineId}`;
+}

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

@@ -12,7 +12,7 @@ import { ZeniDate } from '../../../zeniDayJS';
 import { JETransactionLink } from '../../scheduleView/scheduleDetailView/scheduleDetailState';
 export declare const toJEScheduleSortKey: (v: string) => "type" | "vendor" | "category" | "class" | "memo" | "jePostingDate" | "runningBalance" | "depCategory" | "scheduleCategory" | "startMonth" | "amortizationPeriod" | "remainingMonths" | "totalAmount" | "transactionDate";
 export type JEScheduleSortKey = ReturnType<typeof toJEScheduleSortKey>;
-export declare const toJEPageTab: (v: string) => "schedules" | "existing_schedules";
+export declare const toJEPageTab: (v: string) => "schedules" | "actual_matching" | "existing_schedules";
 export type JEPageTab = ReturnType<typeof toJEPageTab>;
 export declare const ALL_JE_PAGE_TABS: readonly JEPageTab[];
 export type JESchedulePeriodTabKey = `${JEPageTab}_${MonthYearPeriodId}`;

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

@@ -20,7 +20,14 @@ const JE_SCHEDULE_SORT_KEYS = [
 ];
 const toJEScheduleSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_SCHEDULE_SORT_KEYS);
 exports.toJEScheduleSortKey = toJEScheduleSortKey;
-const JE_PAGE_TABS = ['schedules', 'existing_schedules'];
+// `actual_matching` is chrome only: the JE tab bar includes it, but AM data is
+// `expenseAutomationActualMatchingViewState`, not the schedules period-tab
+// cache below. Walks of ALL_JE_PAGE_TABS that read schedule keys must skip it.
+const JE_PAGE_TABS = [
+    'schedules',
+    'actual_matching',
+    'existing_schedules',
+];
 const toJEPageTab = (v) => (0, stringToUnion_1.stringToUnion)(v, JE_PAGE_TABS);
 exports.toJEPageTab = toJEPageTab;
 exports.ALL_JE_PAGE_TABS = JE_PAGE_TABS;

package/lib/view/financeStatement/financeStatementReducer.js

@@ -37,9 +37,18 @@ const financeStatement = (0, toolkit_1.createSlice)({
             },
         },
         updateFinanceStatementTimeframe(draft, action) {
+            // Unrelated UI re-dispatches the *current* timeframe as a side effect (the
+            // reports page hangs its table scroll reset off that callback); dropping the
+            // anchor there would silently reset the user's period to the latest one.
+            if (draft.timeframe === action.payload) {
+                return;
+            }
             draft.timeframe = action.payload;
+            // A month anchor is meaningless once the timeframe becomes quarter/year, so
+            // a real change drops it and returns the width to the default — 12 months
+            // must not become 12 quarters. Order is the user's, so it survives.
             draft.selectedCOABalancesRange = {
-                numberOfPeriods: draft.selectedCOABalancesRange.numberOfPeriods,
+                numberOfPeriods: exports.initialFinanceStatementState.selectedCOABalancesRange.numberOfPeriods,
                 orderBy: draft.selectedCOABalancesRange.orderBy,
             };
         },
@@ -81,8 +90,7 @@ const financeStatement = (0, toolkit_1.createSlice)({
             draft.selectedReportId = action.payload;
         },
         updateFinanceStatementAdditionalBalancesSelection(draft, action) {
-            const { firstMonthOfFY, additionalBalances: additionalBalancesPayload, coaBalances, maxNumOfPeriodsToHighlight, } = action.payload;
-            const safeCoaBalances = coaBalances != null ? coaBalances : [];
+            const { additionalBalances: additionalBalancesPayload, maxNumOfPeriodsToHighlight, } = action.payload;
             const additionalBalances = additionalBalancesPayload ?? [];
             let tempAdditionalBalances = [...additionalBalances];
             if (additionalBalances.includes('this_period_vs_last_period') ||
@@ -98,30 +106,12 @@ const financeStatement = (0, toolkit_1.createSlice)({
             draft.maxNumOfPeriodsToHighlight = maxNumOfPeriodsToHighlight;
             draft.isAdditionalBalancesShown =
                 additionalBalances.length != 0 ? true : false;
-            const { timeframe, selectedCOABalancesRange } = draft;
-            if (safeCoaBalances.length > 0) {
-                const thisPeriod = (0, thisPeriodHelpers_1.extractThisPeriod)(action.payload.firstMonthOfFY, timeframe, selectedCOABalancesRange, safeCoaBalances);
-                if (thisPeriod != null) {
-                    const selectedCoaBalancesRangeWithThisPeriod = {
-                        ...selectedCOABalancesRange,
-                        thisPeriod,
-                    };
-                    const selectionRanges = (0, getSelectedAndHighlightedRanges_1.getSelectedAndHighlightedRangesForThisPeriod)({
-                        firstMonthOfFY,
-                        thisPeriod: thisPeriod,
-                        coaBalances: safeCoaBalances,
-                        timeframe,
-                        maxNumOfPeriodsToHighlight: maxNumOfPeriodsToHighlight,
-                        currentSelection: {
-                            selectedCOABalancesRange: selectedCoaBalancesRangeWithThisPeriod,
-                        },
-                        orderBy: 'ascending_date',
-                        maxNumOfPeriodsToSelect: maxNumOfPeriodsToHighlight,
-                    });
-                    draft.selectedCOABalancesRange =
-                        selectionRanges.selectedCOABalancesRange;
-                }
-            }
+            // Column metadata only — must not touch selectedCOABalancesRange. The
+            // reports page fires this on load, on resize and on every fetch-state
+            // transition (so also on report switch and on remount after a drill-down)
+            // with a viewport-derived period count that knows nothing about the range
+            // the user picked. The width default comes from initial state, and from
+            // updateFinanceStatementTimeframe on a real timeframe change.
         },
         updateDownloadState(draft, action) {
             draft.downloadState = action.payload;

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewPayload.d.ts

@@ -1,7 +1,7 @@
 import { InvoicingCustomerPayload } from '../../../entity/invoicing/invoicingCustomer/invoicingCustomerPayload';
 import { ZeniAPIResponse } from '../../../responsePayload';
 import { AddressUpdatableInfo } from '../../addressView/addressViewState';
-import { InvoicingCustomerFormLocalData } from './editInvoicingCustomerDetailViewState';
+import { InvoicingCustomerFormLocalData, InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewState';
 export type SaveInvoicingCustomerResponse = ZeniAPIResponse<InvoicingCustomerPayload>;
 /**
  * Build the create/update customer request body from the form draft. The
@@ -25,15 +25,5 @@ export type InvoicingPaymentLinkEmailPreviewResponse = ZeniAPIResponse<Invoicing
  * The email rendered once with sentinel tokens standing in for the subject and
  * body, so the composer can splice a draft into it without another request.
  */
-export interface InvoicingPaymentLinkEmailPreviewData {
-    /** Default body prefill, plain text. */
-    body: string;
-    bodyToken: string;
-    renderedHtmlTemplate: string;
-    /** Default subject prefill. */
-    subject: string;
-    subjectToken: string;
-    to: string;
-}
 export declare const toInvoicingPaymentLinkEmailPreview: (payload: InvoicingPaymentLinkEmailPreviewPayload) => InvoicingPaymentLinkEmailPreviewData;
 export type AddPromotionalCreditsResponse = ZeniAPIResponse<InvoicingCustomerPayload>;

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewPayload.js

@@ -34,6 +34,10 @@ const localDataToSaveInvoicingCustomerPayload = (localData, billingAddress) => {
     };
 };
 exports.localDataToSaveInvoicingCustomerPayload = localDataToSaveInvoicingCustomerPayload;
+/**
+ * The email rendered once with sentinel tokens standing in for the subject and
+ * body, so the composer can splice a draft into it without another request.
+ */
 const toInvoicingPaymentLinkEmailPreview = (payload) => ({
     body: payload.body,
     bodyToken: payload.body_token,

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer.d.ts

@@ -1,7 +1,6 @@
 import { ID } from '../../../commonStateTypes/common';
 import { ZeniAPIStatus } from '../../../responsePayload';
-import { InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewPayload';
-import { EditInvoicingCustomerDetailViewState, InvoicingCustomerFormLocalData } from './editInvoicingCustomerDetailViewState';
+import { EditInvoicingCustomerDetailViewState, InvoicingCustomerFormLocalData, InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewState';
 /** Add promotional credits to a customer. */
 export interface SubmitAddPromotionalCreditsPayload {
     amount: number;

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewSelector.d.ts

@@ -5,8 +5,7 @@ import { InvoicingFieldHelpByCode, InvoicingNamedOption } from '../../../entity/
 import { InvoicingCustomer, InvoicingCustomerPaymentMethod } from '../../../entity/invoicing/invoicingCustomer/invoicingCustomerState';
 import { RootState } from '../../../rootStateTypes';
 import { InvoicingSetupIntent } from '../customerPaymentMethod/customerPaymentMethodState';
-import { InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewPayload';
-import { InvoicingCustomerFormLocalData } from './editInvoicingCustomerDetailViewState';
+import { InvoicingCustomerFormLocalData, InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewState';
 /**
  * Read-only view for the customer detail page: the customer entity + its fetch
  * state, plus everything the page renders in view mode — recent invoices, the

package/lib/view/invoicing/editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewState.d.ts

@@ -1,5 +1,19 @@
 import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
-import { InvoicingPaymentLinkEmailPreviewData } from './editInvoicingCustomerDetailViewPayload';
+/**
+ * The payment-link email the composer opens with: the backend's prefill plus
+ * the tokens the frontend splices the user's edits into. State, not wire shape
+ * — `toInvoicingPaymentLinkEmailPreview` in the payload file maps onto it.
+ */
+export interface InvoicingPaymentLinkEmailPreviewData {
+    /** Default body prefill, plain text. */
+    body: string;
+    bodyToken: string;
+    renderedHtmlTemplate: string;
+    /** Default subject prefill. */
+    subject: string;
+    subjectToken: string;
+    to: string;
+}
 /**
  * Draft form state for the create/edit customer form. Held in CES so the form
  * flows its data from here (mirrors the bill-pay / reimbursement pattern). The

package/lib/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewReducer.d.ts

@@ -26,7 +26,7 @@ export declare const fetchInvoicingCustomerList: import("@reduxjs/toolkit").Acti
     ids: ID[];
     keepExistingListItems: boolean;
     nextCursor: string | null;
-}, "invoicingCustomerListView/updateInvoicingCustomerList">, updateInvoicingCustomerListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCustomerListView/updateInvoicingCustomerListFailure">, fetchInvoicingCustomerCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCustomerListView/fetchInvoicingCustomerCounts">, updateInvoicingCustomerCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingCustomerListView/updateInvoicingCustomerCounts">, updateInvoicingCustomerCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCustomerListView/updateInvoicingCustomerCountsFailure">, updateInvoicingCustomerFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCustomerFilters, "invoicingCustomerListView/updateInvoicingCustomerFilters">, setInvoicingCustomerActiveTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"active" | "all" | "at_risk" | "trial", "invoicingCustomerListView/setInvoicingCustomerActiveTab">, addInvoicingCustomerToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+}, "invoicingCustomerListView/updateInvoicingCustomerList">, updateInvoicingCustomerListFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCustomerListView/updateInvoicingCustomerListFailure">, fetchInvoicingCustomerCounts: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"invoicingCustomerListView/fetchInvoicingCustomerCounts">, updateInvoicingCustomerCounts: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingListCounts, "invoicingCustomerListView/updateInvoicingCustomerCounts">, updateInvoicingCustomerCountsFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<ZeniAPIStatus<Record<string, unknown>>, "invoicingCustomerListView/updateInvoicingCustomerCountsFailure">, updateInvoicingCustomerFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<InvoicingCustomerFilters, "invoicingCustomerListView/updateInvoicingCustomerFilters">, setInvoicingCustomerActiveTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<"active" | "all" | "trial" | "at_risk", "invoicingCustomerListView/setInvoicingCustomerActiveTab">, addInvoicingCustomerToList: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     id: ID;
     status?: string;
 }, "invoicingCustomerListView/addInvoicingCustomerToList">;

package/lib/view/invoicing/invoicingCustomerListView/invoicingCustomerListViewState.d.ts

@@ -20,7 +20,7 @@ export interface InvoicingCustomerColumnConfig {
 }
 export declare const INVOICING_CUSTOMER_COLUMNS: InvoicingCustomerColumnConfig[];
 export declare const ALL_INVOICING_CUSTOMER_TAB_IDS: readonly ["all", "active", "trial", "at_risk"];
-export declare const toInvoicingCustomerTabId: (v: string) => "active" | "all" | "at_risk" | "trial";
+export declare const toInvoicingCustomerTabId: (v: string) => "active" | "all" | "trial" | "at_risk";
 export type InvoicingCustomerTabId = ReturnType<typeof toInvoicingCustomerTabId>;
 export interface InvoicingCustomerListViewState extends FetchedState {
     /** Selected status tab (CES-owned so it persists across page revisits). */

package/lib/view/spendManagement/billPay/billList/billListSelector.js

@@ -440,7 +440,7 @@ const getBillListOnSort = (sortKey, sortOrder, currentTab, transactions) => {
                     }
                 }
                 else {
-                    if (Boolean(transaction.billPayInfo.paymentDate) === true) {
+                    if (Boolean((0, billListFilterHelpers_1.getActualPaymentDate)(transaction.billPayInfo)) === true) {
                         transactionsWithSortKeyValue.push(transaction);
                     }
                     else {
@@ -525,7 +525,7 @@ const getBillListOnSort = (sortKey, sortOrder, currentTab, transactions) => {
             case 'dueDate':
                 return currentTab === 'draft'
                     ? transaction.dueDate
-                    : transaction.billPayInfo.paymentDate;
+                    : (0, billListFilterHelpers_1.getActualPaymentDate)(transaction.billPayInfo);
             case 'status':
                 return getStatusPerTab(transaction);
             case 'amount':

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "5.2.34",
+  "version": "5.2.35-beta10MM",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",